Madison Park Capital 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 | $5.81M | Buy |
43,096
+271
| +0.6% | +$36.5K | 4.89% | 9 |
|
|
2025
Q1 | $6.25M | Buy |
42,825
+517
| +1% | +$75.5K | 5.49% | 4 |
|
|
2024
Q4 | $5.82M | Buy |
42,308
+40,241
| +1,947% | +$5.54M | 4.64% | 7 |
|
|
2024
Q3 | $318K | Sell |
2,067
-108
| -5% | -$16.6K | 0.24% | 50 |
|
|
2024
Q2 | $317K | Sell |
2,175
-45,800
| -95% | -$6.67M | 0.26% | 49 |
|
|
2024
Q1 | $7.09M | Buy |
47,975
+1,514
| +3% | +$224K | 6.18% | 1 |
|
|
2023
Q4 | $6.34M | Buy |
+46,461
| New | +$6.34M | 6.11% | 2 |
|