Colonial Trust’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 | $200K | Hold |
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|
2025
Q2 | $194K | Sell |
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|
2025
Q1 | $221K | Hold |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $242K | Sell |
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|
2024
Q2 | $230K | Hold |
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|
2024
Q1 | $233K | Hold |
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|
2023
Q4 | $215K | Sell |
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|
2023
Q3 | $223K | Hold |
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|
2023
Q2 | $229K | Sell |
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|
2023
Q1 | $339K | Hold |
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|
2022
Q4 | $356K | Hold |
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|
2022
Q3 | $317K | Buy |
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