Union Savings 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 | $118K | Hold |
902
| – | – | 0.05% | 162 |
|
|
2025
Q1 | $132K | Buy |
902
+302
| +50% | +$44.1K | 0.06% | 152 |
|
|
2024
Q4 | $82.5K | Hold |
600
| – | – | 0.04% | 193 |
|
|
2024
Q3 | $92.4K | Hold |
600
| – | – | 0.05% | 185 |
|
|
2024
Q2 | $87.5K | Hold |
600
| – | – | 0.05% | 187 |
|
|
2024
Q1 | $88.6K | Hold |
600
| – | – | 0.05% | 186 |
|
|
2023
Q4 | $81.8K | Hold |
600
| – | – | 0.05% | 186 |
|
|
2023
Q3 | $77.2K | Hold |
600
| – | – | 0.05% | 187 |
|
|
2023
Q2 | $80.5K | Buy |
+600
| New | +$80.5K | 0.05% | 185 |
|