Crumly & Associates’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 | $1.23M | Sell |
9,159
-1,102
| -11% | -$149K | 0.3% | 55 |
|
|
2025
Q1 | $1.5M | Sell |
10,261
-2,202
| -18% | -$322K | 0.41% | 49 |
|
|
2024
Q4 | $1.71M | Sell |
12,463
-293
| -2% | -$40.3K | 0.47% | 44 |
|
|
2024
Q3 | $1.96M | Sell |
12,756
-859
| -6% | -$132K | 0.54% | 41 |
|
|
2024
Q2 | $1.98M | Sell |
13,615
-6,116
| -31% | -$891K | 0.57% | 35 |
|
|
2024
Q1 | $2.91M | Sell |
19,731
-38,864
| -66% | -$5.74M | 0.77% | 35 |
|
|
2023
Q4 | $7.99M | Sell |
58,595
-10,781
| -16% | -$1.47M | 2.33% | 12 |
|
|
2023
Q3 | $8.93M | Buy |
69,376
+546
| +0.8% | +$70.3K | 3.51% | 7 |
|
|
2023
Q2 | $9.14M | Buy |
68,830
+10,066
| +17% | +$1.34M | 3.66% | 5 |
|
|
2023
Q1 | $7.61M | Buy |
58,764
+3,415
| +6% | +$442K | 3.3% | 8 |
|
|
2022
Q4 | $7.52M | Buy |
+55,349
| New | +$7.52M | 2.84% | 12 |
|