Pure Financial 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 | $833K | Buy |
6,183
+2
| +0% | +$270 | 0.01% | 221 |
|
2025
Q1 | $903K | Buy |
6,181
+1,809
| +41% | +$264K | 0.02% | 182 |
|
2024
Q4 | $601K | Buy |
4,372
+197
| +5% | +$27.1K | 0.01% | 197 |
|
2024
Q3 | $643K | Buy |
4,175
+21
| +0.5% | +$3.23K | 0.02% | 191 |
|
2024
Q2 | $605K | Buy |
4,154
+25
| +0.6% | +$3.64K | 0.02% | 186 |
|
2024
Q1 | $610K | Buy |
4,129
+219
| +6% | +$32.4K | 0.02% | 176 |
|
2023
Q4 | $533K | Sell |
3,910
-144
| -4% | -$19.6K | 0.02% | 185 |
|
2023
Q3 | $522K | Buy |
4,054
+115
| +3% | +$14.8K | 0.02% | 171 |
|
2023
Q2 | $523K | Buy |
3,939
+55
| +1% | +$7.3K | 0.02% | 160 |
|
2023
Q1 | $503K | Buy |
3,884
+1,354
| +54% | +$175K | 0.02% | 163 |
|
2022
Q4 | $344K | Buy |
+2,530
| New | +$344K | 0.02% | 181 |
|
2019
Q1 | – | Sell |
-5,279
| Closed | -$457K | – | 152 |
|
2018
Q4 | $457K | Buy |
+5,279
| New | +$457K | 0.09% | 93 |
|