FC
Fulcrum Capital’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 | $1.17M | Hold |
8,700
| – | – | 0.25% | 49 |
|
2025
Q1 | $1.27M | Hold |
8,700
| – | – | 0.28% | 49 |
|
2024
Q4 | $1.2M | Hold |
8,700
| – | – | 0.25% | 48 |
|
2024
Q3 | $1.34M | Hold |
8,700
| – | – | 0.29% | 48 |
|
2024
Q2 | $1.27M | Hold |
8,700
| – | – | 0.29% | 45 |
|
2024
Q1 | $1.29M | Sell |
8,700
-32
| -0.4% | -$4.73K | 0.31% | 47 |
|
2023
Q4 | $1.19M | Hold |
8,732
| – | – | 0.31% | 48 |
|
2023
Q3 | $1.12M | Hold |
8,732
| – | – | 0.33% | 46 |
|
2023
Q2 | $1.16M | Sell |
8,732
-174
| -2% | -$23.1K | 0.3% | 47 |
|
2023
Q1 | $1.15M | Sell |
8,906
-506
| -5% | -$65.5K | 0.31% | 47 |
|
2022
Q4 | $1.28M | Buy |
+9,412
| New | +$1.28M | 0.37% | 47 |
|