Belmont Capital’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 | $380K | Hold |
2,818
| – | – | 0.06% | 88 |
|
|
2025
Q1 | $411K | Hold |
2,818
| – | – | 0.07% | 81 |
|
|
2024
Q4 | $388K | Hold |
2,818
| – | – | 0.06% | 58 |
|
|
2024
Q3 | $434K | Buy |
2,818
+76
| +3% | +$11.7K | 0.07% | 77 |
|
|
2024
Q2 | $400K | Sell |
2,742
-55
| -2% | -$8.02K | 0.07% | 88 |
|
|
2024
Q1 | $413K | Hold |
2,797
| – | – | 0.11% | 63 |
|
|
2023
Q4 | $381K | Buy |
2,797
+2,700
| +2,784% | +$368K | 0.16% | 55 |
|
|
2023
Q3 | $12.5K | Hold |
97
| – | – | 0.01% | 133 |
|
|
2023
Q2 | $12.9K | Sell |
97
-190
| -66% | -$25.2K | 0.01% | 128 |
|
|
2023
Q1 | $37.2K | Buy |
287
+190
| +196% | +$24.6K | 0.03% | 52 |
|
|
2022
Q4 | $13K | Hold |
97
| – | – | 0.01% | 88 |
|
|
2022
Q3 | $12K | Hold |
97
| – | – | 0.01% | 77 |
|
|
2022
Q2 | $12K | Buy |
97
+25
| +35% | +$3.09K | 0.01% | 48 |
|
|
2022
Q1 | $10K | Sell |
72
-14
| -16% | -$1.94K | 0.01% | 50 |
|
|
2021
Q4 | $12K | Buy |
86
+72
| +514% | +$10K | 0.01% | 53 |
|
|
2021
Q3 | $2K | Buy |
+14
| New | +$2K | ﹤0.01% | 72 |
|