U.S. Capital Wealth Advisors’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
Q3 | $5.02M | Sell |
|
|||||
|
2025
Q2 | $4.91M | Sell |
|
|||||
|
2025
Q1 | $5.74M | Sell |
|
|||||
|
2024
Q4 | $5.5M | Buy |
|
|||||
|
2024
Q3 | $2.48M | Sell |
|
|||||
|
2024
Q2 | $2.48M | Sell |
|
|||||
|
2024
Q1 | $3.8M | Sell |
|
|||||
|
2023
Q4 | $3.8M | Sell |
|
|||||
|
2023
Q3 | $3.72M | Sell |
|
|||||
|
2023
Q2 | $4.29M | Sell |
|
|||||
|
2023
Q1 | $4.6M | Buy |
|
|||||
|
2022
Q4 | $4.79M | Buy |
|
|||||
|
2022
Q3 | $3.9M | Sell |
|
|||||
|
2022
Q2 | $4.27M | Buy |
|
|||||
|
2022
Q1 | $4.27M | Buy |
|
|||||
|
2021
Q4 | $2.82M | Sell |
|
|||||
|
2021
Q3 | $2.94M | Buy |
|