Castle 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 | $361K | Buy |
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|
2025
Q2 | $344K | Sell |
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|
2025
Q1 | $395K | Sell |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $359K | Sell |
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|
2024
Q2 | $345K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $640K | Buy |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $347K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $260K | Buy |
|