Pachira Investments’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Buy |
56,362
+5,169
| +10% | +$697K | 5.74% | 7 |
|
|
2025
Q1 | $7.4M | Buy |
51,193
+4,605
| +10% | +$666K | 5.2% | 10 |
|
|
2024
Q4 | $6.39M | Buy |
46,588
+6,100
| +15% | +$837K | 3.91% | 11 |
|
|
2024
Q3 | $6.24M | Buy |
40,488
+4,035
| +11% | +$621K | 4.8% | 10 |
|
|
2024
Q2 | $5.31M | Sell |
36,453
-1,496
| -4% | -$218K | 4.71% | 10 |
|
|
2024
Q1 | $5.61M | Buy |
37,949
+4,822
| +15% | +$712K | 4.58% | 10 |
|
|
2023
Q4 | $4.52M | Buy |
33,127
+4,619
| +16% | +$630K | 3.99% | 10 |
|
|
2023
Q3 | $3.67M | Buy |
28,508
+4,233
| +17% | +$545K | 4.12% | 9 |
|
|
2023
Q2 | $3.22M | Buy |
+24,275
| New | +$3.22M | 3.47% | 9 |
|