Indiana Trust & Investment Management’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 | $75.2K | Hold |
558
| – | – | 0.02% | 255 |
|
|
2025
Q1 | $81.5K | Hold |
558
| – | – | 0.03% | 244 |
|
|
2024
Q4 | $76.8K | Hold |
558
| – | – | 0.03% | 247 |
|
|
2024
Q3 | $85.9K | Buy |
558
+14
| +3% | +$2.16K | 0.03% | 246 |
|
|
2024
Q2 | $79.3K | Sell |
544
-255
| -32% | -$37.2K | 0.03% | 244 |
|
|
2024
Q1 | $118K | Sell |
799
-73
| -8% | -$10.8K | 0.05% | 200 |
|
|
2023
Q4 | $119K | Sell |
872
-74
| -8% | -$10.1K | 0.05% | 190 |
|
|
2023
Q3 | $122K | Buy |
+946
| New | +$122K | 0.06% | 190 |
|