KCFA
Key Client Fiduciary Advisors’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 | $502K | Sell |
3,725
-4,237
| -53% | -$571K | 0.2% | 108 |
|
|
2025
Q1 | $1.16M | Buy |
7,962
+171
| +2% | +$25K | 0.53% | 45 |
|
|
2024
Q4 | $1.07M | Buy |
7,791
+37
| +0.5% | +$5.09K | 0.47% | 49 |
|
|
2024
Q3 | $1.19M | Buy |
7,754
+2,906
| +60% | +$448K | 0.53% | 41 |
|
|
2024
Q2 | $707K | Buy |
4,848
+69
| +1% | +$10.1K | 0.35% | 63 |
|
|
2024
Q1 | $706K | Sell |
4,779
-277
| -5% | -$40.9K | 0.37% | 62 |
|
|
2023
Q4 | $689K | Buy |
5,056
+47
| +0.9% | +$6.41K | 0.4% | 55 |
|
|
2023
Q3 | $645K | Sell |
5,009
-494
| -9% | -$63.6K | 0.4% | 62 |
|
|
2023
Q2 | $730K | Sell |
5,503
-778
| -12% | -$103K | 0.43% | 52 |
|
|
2023
Q1 | $813K | Buy |
6,281
+917
| +17% | +$119K | 0.51% | 45 |
|
|
2022
Q4 | $729K | Buy |
5,364
+1,307
| +32% | +$178K | 0.49% | 44 |
|
|
2022
Q3 | $491K | Buy |
4,057
+79
| +2% | +$9.56K | 0.44% | 44 |
|
|
2022
Q2 | $510K | Buy |
3,978
+128
| +3% | +$16.4K | 0.5% | 45 |
|
|
2022
Q1 | $527K | Buy |
3,850
+684
| +22% | +$93.6K | 0.42% | 54 |
|
|
2021
Q4 | $446K | Buy |
+3,166
| New | +$446K | 0.37% | 66 |
|