CWM
C2C Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $285K | Sell |
2,118
-89
| -4% | -$12K | 0.26% | 69 |
|
|
2025
Q1 | $322K | Sell |
2,207
-46
| -2% | -$6.72K | 0.3% | 63 |
|
|
2024
Q4 | $310K | Sell |
2,253
-185
| -8% | -$25.5K | 0.29% | 66 |
|
|
2024
Q3 | $358K | Hold |
2,438
| – | – | 0.33% | 56 |
|
|
2024
Q2 | $355K | Hold |
2,438
| – | – | 0.35% | 57 |
|
|
2024
Q1 | $360K | Hold |
2,438
| – | – | 0.36% | 55 |
|
|
2023
Q4 | $332K | Sell |
2,438
-501
| -17% | -$68.3K | 0.28% | 77 |
|
|
2023
Q3 | $376K | Hold |
2,939
| – | – | 0.05% | 181 |
|
|
2023
Q2 | $386K | Hold |
2,939
| – | – | 0.05% | 182 |
|
|
2023
Q1 | $394K | Buy |
2,939
+38
| +1% | +$5.09K | 0.06% | 169 |
|
|
2022
Q4 | $388K | Sell |
2,901
-21
| -0.7% | -$2.81K | 0.07% | 118 |
|
|
2022
Q3 | $370K | Hold |
2,922
| – | – | 0.07% | 121 |
|
|
2022
Q2 | $379K | Hold |
2,922
| – | – | 0.07% | 125 |
|
|
2022
Q1 | $406K | Buy |
2,922
+163
| +6% | +$22.6K | 0.07% | 133 |
|
|
2021
Q4 | $388K | Buy |
+2,759
| New | +$388K | 0.06% | 147 |
|