Health Care SPDR shares owned by Carolinas Wealth Consulting
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Carolinas Wealth Consulting
from 13F filings
Historical chart of Carolinas Wealth Consulting investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Carolinas Wealth Consulting
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $860k | 6.3k | 137.57 |
| 2024-09-30 | $962k | 6.2k | 154.00 |
| 2024-06-30 | $910k | 6.2k | 145.74 |
| 2024-03-31 | $922k | 6.2k | 147.72 |
| 2023-12-31 | $837k | 6.1k | 136.38 |
| 2023-09-30 | $764k | 6.1k | 124.54 |
| 2023-06-30 | $897k | 6.8k | 132.74 |
| 2023-03-31 | $864k | 6.7k | 129.46 |
| 2022-12-31 | $875k | 6.4k | 135.86 |
| 2022-09-30 | $832k | 6.9k | 121.09 |
| 2022-06-30 | $880k | 6.9k | 128.19 |
| 2022-03-31 | $940k | 6.9k | 137.05 |
| 2021-12-31 | $732k | 5.2k | 140.93 |
| 2021-09-30 | $661k | 5.2k | 127.26 |
| 2021-06-30 | $655k | 5.2k | 125.94 |
| 2021-03-31 | $551k | 4.7k | 116.71 |
| 2020-12-31 | $535k | 4.7k | 113.35 |
| 2020-09-30 | $76k | 723 | 105.12 |
| 2020-06-30 | $67k | 673 | 99.55 |
| 2020-03-31 | $59k | 672 | 87.80 |
| 2019-12-31 | $11k | 119 | 95.74 |
More positions owned by Carolinas Wealth Consulting
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