Costello Asset Management’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 | $486K | Sell |
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|
2025
Q2 | $516K | Sell |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $106K | Hold |
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|
2024
Q3 | $118K | Hold |
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|
2024
Q2 | $112K | Hold |
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|
2024
Q1 | $113K | Hold |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $98.9K | Hold |
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|
2023
Q2 | $102K | Hold |
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|
2023
Q1 | $99.4K | Hold |
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|
2022
Q4 | $104K | Hold |
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|
2022
Q3 | $93K | Sell |
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|
2022
Q2 | $111K | Hold |
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|
2022
Q1 | $119K | Hold |
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|
2021
Q4 | $122K | Hold |
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|
2021
Q3 | $110K | Hold |
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|
2021
Q2 | $109K | Hold |
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|
2021
Q1 | $101K | Hold |
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|
2020
Q4 | $98K | Hold |
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|
2020
Q3 | $92K | Hold |
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|
2020
Q2 | $87K | Buy |
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