Retirement Capital Strategies’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $265K | Sell |
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|
2025
Q1 | $358K | Hold |
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|
2024
Q4 | $337K | Hold |
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|
2024
Q3 | $378K | Hold |
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|
2024
Q2 | $357K | Hold |
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|
2024
Q1 | $362K | Sell |
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|
2023
Q4 | $836K | Sell |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $354K | Hold |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $433K | Hold |
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|
2022
Q1 | $468K | Hold |
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|
2021
Q4 | $476K | Sell |
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|
2021
Q3 | $467K | Buy |
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|
2021
Q2 | $425K | Hold |
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|
2021
Q1 | $394K | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.45M | Sell |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $6.04M | Buy |
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