Morton Community Bank’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 | $1.42M | Buy |
10,546
+612
| +6% | +$82.5K | 0.35% | 90 |
|
|
2025
Q1 | $1.45M | Buy |
9,934
+2,198
| +28% | +$321K | 0.38% | 90 |
|
|
2024
Q4 | $1.06M | Buy |
7,736
+1,923
| +33% | +$265K | 0.28% | 95 |
|
|
2024
Q3 | $895K | Buy |
5,813
+529
| +10% | +$81.5K | 0.23% | 94 |
|
|
2024
Q2 | $770K | Buy |
+5,284
| New | +$770K | 0.22% | 95 |
|
|
2024
Q1 | – | Sell |
-5,261
| Closed | -$717K | – | 115 |
|
|
2023
Q4 | $717K | Buy |
+5,261
| New | +$717K | 0.23% | 94 |
|