Colonial River Investments’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
Q2
$298K Sell
2025
Q1
$409K Sell
2024
Q4
$2.09M Sell
2024
Q3
$2.35M Sell
2024
Q2
$2.32M Sell
2024
Q1
$2.53M Buy
2023
Q4
$2.05M Sell
2023
Q3
$2.47M Buy
2023
Q2
$2.54M Sell
2023
Q1
$2.93M Buy
2022
Q4
$2.88M Sell
2022
Q3
$2.8M Buy
2022
Q2
$2.25M Buy
2022
Q1
$1.93M Buy
2021
Q4
$1.27M Buy
2021
Q3
Sell
2021
Q2
$868K Buy
2021
Q1
$438K Buy