Panoramic Investment Advisors’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 | $273K | Sell |
2,025
-25
| -1% | -$3.37K | 0.17% | 97 |
|
|
2025
Q1 | $299K | Hold |
2,050
| – | – | 0.2% | 85 |
|
|
2024
Q4 | $282K | Sell |
2,050
-2,900
| -59% | -$399K | 0.18% | 95 |
|
|
2024
Q3 | $762K | Buy |
+4,950
| New | +$762K | 0.53% | 45 |
|
|
2024
Q1 | $731K | Hold |
4,950
| – | – | 0.54% | 46 |
|
|
2023
Q4 | $675K | Hold |
4,950
| – | – | 0.58% | 47 |
|
|
2023
Q3 | $637K | Buy |
+4,950
| New | +$637K | 0.59% | 45 |
|
|
2022
Q4 | $530K | Buy |
+3,900
| New | +$530K | 0.54% | 47 |
|