Coastwise Capital Group’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 | $295K | Buy |
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|
2025
Q2 | $251K | Buy |
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|
2025
Q1 | $271K | Buy |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $240K | Sell |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $249K | Sell |
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|
2023
Q4 | $257K | Sell |
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|
2023
Q3 | $249K | Sell |
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|
2023
Q2 | $269K | Buy |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $262K | Buy |
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