Cresta Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Sell |
16,973
-258
| -1% | -$34.8K | 1.12% | 22 |
|
|
2025
Q1 | $2.52M | Sell |
17,231
-2,257
| -12% | -$330K | 1.3% | 18 |
|
|
2024
Q4 | $3M | Hold |
19,488
| – | – | 1.57% | 16 |
|
|
2024
Q3 | $3M | Buy |
19,488
+28
| +0.1% | +$4.31K | 1.57% | 16 |
|
|
2024
Q2 | $2.84M | Buy |
19,460
+650
| +3% | +$94.7K | 1.68% | 16 |
|
|
2024
Q1 | $2.78M | Buy |
18,810
+645
| +4% | +$95.3K | 1.76% | 15 |
|
|
2023
Q4 | $2.48M | Buy |
18,165
+568
| +3% | +$77.5K | 1.65% | 15 |
|
|
2023
Q3 | $2.27M | Buy |
17,597
+902
| +5% | +$116K | 1.75% | 15 |
|
|
2023
Q2 | $2.22M | Buy |
+16,695
| New | +$2.22M | 1.72% | 17 |
|