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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