Capitol Family Office’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 | $238K | Sell |
1,766
-233
| -12% | -$31.4K | 0.31% | 25 |
|
|
2025
Q1 | $292K | Sell |
1,999
-15,097
| -88% | -$2.2M | 0.41% | 25 |
|
|
2024
Q4 | $2.35M | Sell |
17,096
-3,560
| -17% | -$490K | 3.14% | 9 |
|
|
2024
Q3 | $3.18M | Buy |
20,656
+652
| +3% | +$100K | 3.94% | 7 |
|
|
2024
Q2 | $2.92M | Sell |
20,004
-236
| -1% | -$34.4K | 3.9% | 8 |
|
|
2024
Q1 | $2.99M | Sell |
20,240
-765
| -4% | -$113K | 3.87% | 7 |
|
|
2023
Q4 | $2.86M | Buy |
21,005
+531
| +3% | +$72.4K | 4.82% | 7 |
|
|
2023
Q3 | $2.64M | Sell |
20,474
-1,819
| -8% | -$234K | 4.96% | 7 |
|
|
2023
Q2 | $2.96M | Buy |
22,293
+193
| +0.9% | +$25.6K | 6.75% | 4 |
|
|
2023
Q1 | $2.86M | Buy |
22,100
+482
| +2% | +$62.4K | 5.65% | 6 |
|
|
2022
Q4 | $2.94M | Buy |
+21,618
| New | +$2.94M | 5.95% | 4 |
|
|
2022
Q1 | – | Sell |
-79,350
| Closed | -$11.2M | – | 26 |
|
|
2021
Q4 | $11.2M | Buy |
+79,350
| New | +$11.2M | 7.67% | 5 |
|