Kohmann Bosshard Financial Services’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 | $323K | Hold |
2,400
| – | – | 0.04% | 142 |
|
|
2025
Q1 | $350K | Hold |
2,400
| – | – | 0.04% | 144 |
|
|
2024
Q4 | $330K | Hold |
2,400
| – | – | 0.04% | 142 |
|
|
2024
Q3 | $370K | Hold |
2,400
| – | – | 0.05% | 134 |
|
|
2024
Q2 | $350K | Hold |
2,400
| – | – | 0.05% | 141 |
|
|
2024
Q1 | $355K | Hold |
2,400
| – | – | 0.05% | 138 |
|
|
2023
Q4 | $327K | Hold |
2,400
| – | – | 0.05% | 139 |
|
|
2023
Q3 | $309K | Hold |
2,400
| – | – | 0.05% | 132 |
|
|
2023
Q2 | $319K | Buy |
+2,400
| New | +$319K | 0.05% | 132 |
|