Hamilton Point Investment Advisors’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 | $152K | Hold |
1,128
| – | – | 0.03% | 129 |
|
|
2025
Q1 | $165K | Sell |
1,128
-72
| -6% | -$10.5K | 0.03% | 124 |
|
|
2024
Q4 | $165K | Buy |
1,200
+72
| +6% | +$9.91K | 0.03% | 124 |
|
|
2024
Q3 | $174K | Hold |
1,128
| – | – | 0.03% | 122 |
|
|
2024
Q2 | $164K | Hold |
1,128
| – | – | 0.03% | 116 |
|
|
2024
Q1 | $167K | Hold |
1,128
| – | – | 0.03% | 118 |
|
|
2023
Q4 | $154K | Hold |
1,128
| – | – | 0.03% | 123 |
|
|
2023
Q3 | $145K | Hold |
1,128
| – | – | 0.04% | 115 |
|
|
2023
Q2 | $150K | Hold |
1,128
| – | – | 0.04% | 121 |
|
|
2023
Q1 | $146K | Buy |
+1,128
| New | +$146K | 0.04% | 115 |
|