CFG
Cooper Financial Group’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 | $226K | Sell |
1,673
-1,344
| -45% | -$181K | 0.03% | 344 |
|
2025
Q1 | $441K | Buy |
3,017
+210
| +7% | +$30.7K | 0.06% | 253 |
|
2024
Q4 | $386K | Buy |
2,807
+16
| +0.6% | +$2.2K | 0.05% | 267 |
|
2024
Q3 | $430K | Sell |
2,791
-111
| -4% | -$17.1K | 0.06% | 263 |
|
2024
Q2 | $423K | Buy |
+2,902
| New | +$423K | 0.06% | 243 |
|