CA
CWC Advisors’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 | $2.79M | Buy |
20,735
+667
| +3% | +$89.9K | 1.44% | 24 |
|
2025
Q1 | $2.93M | Buy |
20,068
+7,072
| +54% | +$1.03M | 1.67% | 18 |
|
2024
Q4 | $1.79M | Buy |
12,996
+490
| +4% | +$67.4K | 1.78% | 13 |
|
2024
Q3 | $1.93M | Buy |
+12,506
| New | +$1.93M | 1.9% | 11 |
|