Caldwell Sutter 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 | $54.2K | Buy |
402
+64
| +19% | +$8.63K | 0.02% | 346 |
|
|
2025
Q1 | $49.4K | Hold |
338
| – | – | 0.02% | 356 |
|
|
2024
Q4 | $46.5K | Hold |
338
| – | – | 0.02% | 368 |
|
|
2024
Q3 | $52.1K | Hold |
338
| – | – | 0.02% | 352 |
|
|
2024
Q2 | $49.3K | Hold |
338
| – | – | 0.02% | 357 |
|
|
2024
Q1 | $49.9K | Hold |
338
| – | – | 0.02% | 351 |
|
|
2023
Q4 | $46.1K | Buy |
338
+2
| +0.6% | +$273 | 0.02% | 344 |
|
|
2023
Q3 | $43.3K | Buy |
336
+74
| +28% | +$9.53K | 0.02% | 338 |
|
|
2023
Q2 | $34.8K | Buy |
262
+75
| +40% | +$9.96K | 0.02% | 367 |
|
|
2023
Q1 | $24.2K | Buy |
+187
| New | +$24.2K | 0.02% | 319 |
|