Y.D. More 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 | $618K | Buy |
4,588
+720
| +19% | +$97K | 0.04% | 138 |
|
|
2025
Q1 | $565K | Buy |
3,868
+1,029
| +36% | +$150K | 0.05% | 142 |
|
|
2024
Q4 | $390K | Buy |
2,839
+399
| +16% | +$54.9K | 0.04% | 157 |
|
|
2024
Q3 | $376K | Sell |
2,440
-530
| -18% | -$81.6K | 0.04% | 160 |
|
|
2024
Q2 | $433K | Buy |
2,970
+1,330
| +81% | +$194K | 0.04% | 143 |
|
|
2024
Q1 | $242K | Buy |
1,640
+65
| +4% | +$9.6K | 0.04% | 161 |
|
|
2023
Q4 | $215K | Buy |
1,575
+95
| +6% | +$12.9K | 0.04% | 154 |
|
|
2023
Q3 | $190K | Hold |
1,480
| – | – | 0.04% | 155 |
|
|
2023
Q2 | $196K | Sell |
1,480
-1,340
| -48% | -$178K | 0.05% | 135 |
|
|
2023
Q1 | $365K | Buy |
2,820
+219
| +8% | +$28.3K | 0.08% | 97 |
|
|
2022
Q4 | $354K | Buy |
+2,601
| New | +$354K | 0.09% | 124 |
|