First National Bank of Mount Dora’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
Q1 | – | Sell |
-1,469
| Closed | -$202K | – | 137 |
|
2024
Q4 | $202K | Hold |
1,469
| – | – | 0.05% | 129 |
|
2024
Q3 | $226K | Hold |
1,469
| – | – | 0.05% | 130 |
|
2024
Q2 | $214K | Hold |
1,469
| – | – | 0.05% | 128 |
|
2024
Q1 | $217K | Sell |
1,469
-34
| -2% | -$5.02K | 0.05% | 125 |
|
2023
Q4 | $205K | Buy |
+1,503
| New | +$205K | 0.05% | 118 |
|
2023
Q3 | – | Sell |
-1,547
| Closed | -$205K | – | 139 |
|
2023
Q2 | $205K | Buy |
+1,547
| New | +$205K | 0.06% | 120 |
|