Christensen King & Associates Investment Services’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 | $238K | Sell |
1,763
-160
| -8% | -$21.6K | 0.11% | 88 |
|
|
2025
Q1 | $279K | Hold |
1,923
| – | – | 0.13% | 82 |
|
|
2024
Q4 | $268K | Hold |
1,923
| – | – | 0.13% | 83 |
|
|
2024
Q3 | $296K | Hold |
1,923
| – | – | 0.14% | 82 |
|
|
2024
Q2 | $280K | Sell |
1,923
-264
| -12% | -$38.5K | 0.14% | 78 |
|
|
2024
Q1 | $323K | Hold |
2,187
| – | – | 0.16% | 73 |
|
|
2023
Q4 | $298K | Buy |
+2,187
| New | +$298K | 0.16% | 77 |
|