Waterloo Capital’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 | $550K | Sell |
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|
2025
Q2 | $568K | Sell |
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|
2025
Q1 | $717K | Buy |
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|
2024
Q4 | $663K | Sell |
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|
2024
Q3 | $801K | Sell |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $992K | Sell |
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|
2023
Q4 | $1.02M | Buy |
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|
2023
Q3 | $756K | Buy |
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|
2023
Q2 | $738K | Sell |
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|
2023
Q1 | $914K | Buy |
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|
2020
Q1 | $428K | Buy |
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