Castle Rock Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $258K | Hold |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $291K | Buy |
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|
2024
Q3 | $296K | Sell |
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|
2024
Q2 | $285K | Sell |
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|
2024
Q1 | $284K | Buy |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $266K | Buy |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $339K | Buy |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $295K | Buy |
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|
2022
Q1 | $305K | Buy |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $294K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $209K | Sell |
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|
2020
Q4 | $758K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.34M | Sell |
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|
2020
Q1 | $1.26M | Buy |
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