Rational 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
Q1 | – | Sell |
-6,312
| Closed | -$868K | – | 126 |
|
|
2024
Q4 | $868K | Sell |
6,312
-202
| -3% | -$27.8K | 0.08% | 78 |
|
|
2024
Q3 | $1M | Buy |
+6,514
| New | +$1M | 0.1% | 84 |
|
|
2022
Q4 | – | Sell |
-8,659
| Closed | -$1.05M | – | 254 |
|
|
2022
Q3 | $1.05M | Sell |
8,659
-5,656
| -40% | -$685K | 0.08% | 73 |
|
|
2022
Q2 | $1.84M | Buy |
+14,315
| New | +$1.84M | 0.13% | 53 |
|