Foster Dykema Cabot & Partners’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 | $15K | Hold |
111
| – | – | ﹤0.01% | 270 |
|
|
2025
Q1 | $16.2K | Sell |
111
-5,049
| -98% | -$737K | ﹤0.01% | 263 |
|
|
2024
Q4 | $710K | Hold |
5,160
| – | – | 0.06% | 65 |
|
|
2024
Q3 | $795K | Hold |
5,160
| – | – | 0.07% | 59 |
|
|
2024
Q2 | $752K | Sell |
5,160
-254
| -5% | -$37K | 0.07% | 49 |
|
|
2024
Q1 | $800K | Sell |
5,414
-131,214
| -96% | -$19.4M | 0.07% | 46 |
|
|
2023
Q4 | $18.6M | Buy |
+136,628
| New | +$18.6M | 1.97% | 19 |
|