Cozad 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 | $264K | Buy |
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|
2025
Q2 | $249K | Hold |
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|
2025
Q1 | $269K | Hold |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $353K | Hold |
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|
2023
Q4 | $326K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $376K | Buy |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $535K | Buy |
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|
2021
Q3 | $419K | Buy |
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|
2021
Q2 | $113K | Sell |
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|
2021
Q1 | $280K | Buy |
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