Sanibel Captiva Trust Company’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
Q1 | – | Sell |
-1,611
| Closed | -$222K | – | 403 |
|
|
2024
Q4 | $222K | Hold |
1,611
| – | – | 0.01% | 367 |
|
|
2024
Q3 | $248K | Sell |
1,611
-48
| -3% | -$7.39K | 0.01% | 353 |
|
|
2024
Q2 | $242K | Buy |
1,659
+48
| +3% | +$7K | 0.01% | 337 |
|
|
2024
Q1 | $238K | Sell |
1,611
-11,651
| -88% | -$1.72M | 0.01% | 338 |
|
|
2023
Q4 | $1.81M | Buy |
+13,262
| New | +$1.81M | 0.07% | 149 |
|