Cedar Mountain Advisors’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 | $51K | Hold |
378
| – | – | 0.01% | 96 |
|
|
2025
Q1 | $55.2K | Sell |
378
-46
| -11% | -$6.72K | 0.01% | 89 |
|
|
2024
Q4 | $58.3K | Buy |
424
+46
| +12% | +$6.33K | 0.01% | 78 |
|
|
2024
Q3 | $58.2K | Hold |
378
| – | – | 0.01% | 75 |
|
|
2024
Q2 | $55.1K | Hold |
378
| – | – | 0.01% | 67 |
|
|
2024
Q1 | $55.8K | Hold |
378
| – | – | 0.01% | 68 |
|
|
2023
Q4 | $51.6K | Hold |
378
| – | – | 0.01% | 70 |
|
|
2023
Q3 | $48.7K | Hold |
378
| – | – | 0.01% | 69 |
|
|
2023
Q2 | $50.2K | Hold |
378
| – | – | 0.01% | 73 |
|
|
2023
Q1 | $48.9K | Hold |
378
| – | – | 0.01% | 75 |
|
|
2022
Q4 | $51.4K | Hold |
378
| – | – | 0.02% | 69 |
|
|
2022
Q3 | $46K | Hold |
378
| – | – | 0.02% | 71 |
|
|
2022
Q2 | $48K | Hold |
378
| – | – | 0.02% | 73 |
|
|
2022
Q1 | $52K | Hold |
378
| – | – | 0.02% | 76 |
|
|
2021
Q4 | $53K | Hold |
378
| – | – | 0.02% | 72 |
|
|
2021
Q3 | $48K | Hold |
378
| – | – | 0.02% | 71 |
|
|
2021
Q2 | $48K | Hold |
378
| – | – | 0.02% | 75 |
|
|
2021
Q1 | $44K | Hold |
378
| – | – | 0.01% | 77 |
|
|
2020
Q4 | $43K | Sell |
378
-120
| -24% | -$13.7K | 0.02% | 76 |
|
|
2020
Q3 | $53K | Buy |
498
+337
| +209% | +$35.9K | 0.02% | 61 |
|
|
2020
Q2 | $16K | Hold |
161
| – | – | 0.01% | 119 |
|
|
2020
Q1 | $14K | Hold |
161
| – | – | 0.01% | 109 |
|
|
2019
Q4 | $16K | Buy |
+161
| New | +$16K | 0.01% | 116 |
|