Health Care SPDR shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $303k | 2.0k | 154.03 |
| 2024-06-30 | $301k | 2.1k | 145.74 |
| 2024-03-31 | $321k | 2.2k | 147.70 |
| 2023-12-31 | $287k | 2.1k | 136.39 |
| 2023-09-30 | $416k | 3.2k | 128.72 |
| 2023-06-30 | $429k | 3.2k | 132.74 |
| 2023-03-31 | $429k | 3.3k | 129.45 |
| 2022-12-31 | $450k | 3.3k | 135.87 |
| 2022-06-30 | $182k | 1.4k | 128.35 |
| 2022-03-31 | $200k | 1.5k | 136.89 |
| 2021-12-31 | $194k | 1.4k | 141.19 |
| 2021-09-30 | $179k | 1.4k | 127.31 |
| 2021-06-30 | $177k | 1.4k | 125.98 |
| 2021-03-31 | $167k | 1.4k | 116.38 |
| 2020-12-31 | $161k | 1.4k | 113.46 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management