CWM
Cedar Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
2,647
| – | – | 0.12% | 58 |
|
|
2025
Q1 | $386K | Hold |
2,647
| – | – | 0.14% | 55 |
|
|
2024
Q4 | $364K | Sell |
2,647
-1,863
| -41% | -$256K | 0.13% | 54 |
|
|
2024
Q3 | $695K | Sell |
4,510
-430
| -9% | -$66.2K | 0.22% | 53 |
|
|
2024
Q2 | $720K | Sell |
4,940
-5,925
| -55% | -$864K | 0.23% | 58 |
|
|
2024
Q1 | $1.61M | Sell |
10,865
-446
| -4% | -$65.9K | 0.53% | 27 |
|
|
2023
Q4 | $1.54M | Sell |
11,311
-3,733
| -25% | -$509K | 0.56% | 28 |
|
|
2023
Q3 | $1.94M | Buy |
15,044
+1,337
| +10% | +$172K | 0.77% | 22 |
|
|
2023
Q2 | $1.82M | Sell |
13,707
-15
| -0.1% | -$1.99K | 0.7% | 22 |
|
|
2023
Q1 | $1.78M | Buy |
13,722
+4,389
| +47% | +$568K | 0.73% | 21 |
|
|
2022
Q4 | $1.27M | Buy |
9,333
+9,044
| +3,129% | +$1.23M | 0.63% | 22 |
|
|
2022
Q3 | $35K | Hold |
289
| – | – | 0.02% | 184 |
|
|
2022
Q2 | $37K | Hold |
289
| – | – | 0.02% | 184 |
|
|
2022
Q1 | $40K | Hold |
289
| – | – | 0.02% | 196 |
|
|
2021
Q4 | $41K | Hold |
289
| – | – | 0.02% | 197 |
|
|
2021
Q3 | $37K | Hold |
289
| – | – | 0.02% | 173 |
|
|
2021
Q2 | $36K | Buy |
289
+159
| +122% | +$19.8K | 0.02% | 184 |
|
|
2021
Q1 | $15K | Hold |
130
| – | – | 0.01% | 198 |
|
|
2020
Q4 | $15K | Hold |
130
| – | – | 0.01% | 187 |
|
|
2020
Q3 | $14K | Hold |
130
| – | – | 0.01% | 178 |
|
|
2020
Q2 | $13K | Hold |
130
| – | – | 0.01% | 178 |
|
|
2020
Q1 | $12K | Buy |
+130
| New | +$12K | 0.01% | 183 |
|