Capstone Triton Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,307
| Closed | -$201K | – | 113 |
|
|
2024
Q3 | $201K | Buy |
+1,307
| New | +$201K | 0.13% | 109 |
|
|
2022
Q1 | – | Sell |
-1,753
| Closed | -$248K | – | 122 |
|
|
2021
Q4 | $248K | Hold |
1,753
| – | – | 0.5% | 71 |
|
|
2021
Q3 | $231K | Buy |
1,753
+144
| +9% | +$19K | 0.14% | 109 |
|
|
2021
Q2 | $203K | Sell |
1,609
-181
| -10% | -$22.8K | 0.12% | 116 |
|
|
2021
Q1 | $209K | Buy |
1,790
+28
| +2% | +$3.27K | 0.14% | 111 |
|
|
2020
Q4 | $200K | Buy |
+1,762
| New | +$200K | 0.12% | 109 |
|