Zullo Investment Group’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 | $2.61M | Sell |
19,392
-99
| -0.5% | -$13.3K | 1.06% | 16 |
|
|
2025
Q1 | $2.85M | Buy |
19,491
+157
| +0.8% | +$22.9K | 1.22% | 16 |
|
|
2024
Q4 | $2.66M | Sell |
19,334
-112
| -0.6% | -$15.4K | 1.07% | 16 |
|
|
2024
Q3 | $3M | Buy |
19,446
+254
| +1% | +$39.1K | 1.24% | 13 |
|
|
2024
Q2 | $2.8M | Buy |
19,192
+328
| +2% | +$47.8K | 1.23% | 13 |
|
|
2024
Q1 | $2.79M | Buy |
18,864
+495
| +3% | +$73.1K | 1.31% | 13 |
|
|
2023
Q4 | $2.51M | Sell |
18,369
-112
| -0.6% | -$15.3K | 1.28% | 14 |
|
|
2023
Q3 | $2.38M | Buy |
18,481
+1,394
| +8% | +$179K | 1.39% | 14 |
|
|
2023
Q2 | $2.27M | Buy |
17,087
+259
| +2% | +$34.4K | 1.29% | 16 |
|
|
2023
Q1 | $2.18M | Buy |
16,828
+745
| +5% | +$96.5K | 1.36% | 15 |
|
|
2022
Q4 | $2.18M | Buy |
16,083
+345
| +2% | +$46.9K | 1.34% | 16 |
|
|
2022
Q3 | $1.91M | Buy |
15,738
+1,384
| +10% | +$168K | 1.23% | 12 |
|
|
2022
Q2 | $1.84M | Buy |
14,354
+781
| +6% | +$100K | 1.15% | 17 |
|
|
2022
Q1 | $1.86M | Buy |
13,573
+1,108
| +9% | +$152K | 0.97% | 20 |
|
|
2021
Q4 | $1.76M | Buy |
+12,465
| New | +$1.76M | 0.9% | 19 |
|