Founders Capital Management (Texas)’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 | $51.8K | Buy |
384
+29
| +8% | +$3.91K | 0.03% | 131 |
|
|
2025
Q1 | $51.8K | Sell |
355
-20
| -5% | -$2.92K | 0.03% | 131 |
|
|
2024
Q4 | $51.6K | Hold |
375
| – | – | 0.03% | 130 |
|
|
2024
Q3 | $57.8K | Hold |
375
| – | – | 0.04% | 130 |
|
|
2024
Q2 | $54.7K | Buy |
375
+37
| +11% | +$5.39K | 0.04% | 130 |
|
|
2024
Q1 | $49.9K | Hold |
338
| – | – | 0.03% | 136 |
|
|
2023
Q4 | $46.1K | Buy |
338
+68
| +25% | +$9.27K | 0.03% | 144 |
|
|
2023
Q3 | $34.8K | Hold |
270
| – | – | 0.03% | 169 |
|
|
2023
Q2 | $35.8K | Hold |
270
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $35K | Hold |
270
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $37K | Hold |
270
| – | – | 0.03% | 156 |
|
|
2022
Q3 | $33K | Hold |
270
| – | – | 0.03% | 158 |
|
|
2022
Q2 | $35K | Hold |
270
| – | – | 0.03% | 163 |
|
|
2022
Q1 | $38K | Hold |
270
| – | – | 0.02% | 147 |
|
|
2021
Q4 | $38K | Hold |
270
| – | – | 0.02% | 147 |
|
|
2021
Q3 | $34K | Hold |
270
| – | – | 0.02% | 155 |
|
|
2021
Q2 | $34K | Hold |
270
| – | – | 0.02% | 149 |
|
|
2021
Q1 | $32K | Hold |
270
| – | – | 0.02% | 144 |
|
|
2020
Q4 | $31K | Buy |
+270
| New | +$31K | 0.02% | 148 |
|
|
2020
Q1 | $40K | Hold |
450
| – | – | 0.04% | 102 |
|
|
2019
Q4 | $46K | Hold |
450
| – | – | 0.03% | 112 |
|
|
2019
Q3 | $41K | Hold |
450
| – | – | 0.03% | 122 |
|
|
2019
Q2 | $42K | Hold |
450
| – | – | 0.04% | 126 |
|
|
2019
Q1 | $41K | Sell |
450
-46
| -9% | -$4.19K | 0.04% | 123 |
|
|
2018
Q4 | $43K | Buy |
496
+15
| +3% | +$1.3K | 0.05% | 120 |
|
|
2018
Q3 | $46K | Buy |
481
+1
| +0.2% | +$96 | 0.04% | 120 |
|
|
2018
Q2 | $40K | Buy |
480
+8
| +2% | +$667 | 0.04% | 131 |
|
|
2018
Q1 | $38K | Hold |
472
| – | – | 0.03% | 156 |
|
|
2017
Q4 | $39K | Hold |
472
| – | – | 0.03% | 150 |
|
|
2017
Q3 | $39K | Sell |
472
-69
| -13% | -$5.7K | 0.03% | 154 |
|
|
2017
Q2 | $43K | Hold |
541
| – | – | 0.04% | 153 |
|
|
2017
Q1 | $40K | Buy |
+541
| New | +$40K | 0.04% | 154 |
|