Wilson & Boucher Capital Management’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 | $2.3M | Buy |
17,089
+575
| +3% | +$77.5K | 1.61% | 16 |
|
|
2025
Q1 | $2.41M | Buy |
16,514
+850
| +5% | +$124K | 1.8% | 13 |
|
|
2024
Q4 | $2.15M | Buy |
15,664
+225
| +1% | +$31K | 1.53% | 16 |
|
|
2024
Q3 | $2.38M | Buy |
15,439
+1,805
| +13% | +$278K | 1.64% | 16 |
|
|
2024
Q2 | $1.99M | Buy |
13,634
+1,114
| +9% | +$162K | 1.52% | 18 |
|
|
2024
Q1 | $1.85M | Buy |
12,520
+850
| +7% | +$126K | 1.46% | 18 |
|
|
2023
Q4 | $1.59M | Buy |
11,670
+395
| +4% | +$53.9K | 1.34% | 20 |
|
|
2023
Q3 | $1.45M | Buy |
11,275
+619
| +6% | +$79.7K | 1.38% | 19 |
|
|
2023
Q2 | $1.41M | Sell |
10,656
-50
| -0.5% | -$6.64K | 1.27% | 23 |
|
|
2023
Q1 | $1.39M | Buy |
10,706
+235
| +2% | +$30.4K | 1.33% | 22 |
|
|
2022
Q4 | $1.42M | Buy |
10,471
+315
| +3% | +$42.8K | 1.46% | 22 |
|
|
2022
Q3 | $1.23M | Buy |
10,156
+269
| +3% | +$32.6K | 1.43% | 21 |
|
|
2022
Q2 | $1.27M | Sell |
9,887
-530
| -5% | -$68K | 1.39% | 20 |
|
|
2022
Q1 | $1.43M | Buy |
10,417
+1,052
| +11% | +$144K | 1.29% | 22 |
|
|
2021
Q4 | $1.32M | Buy |
+9,365
| New | +$1.32M | 1.19% | 26 |
|