Abbot Financial Management’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 | $1.23M | Sell |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $1.31M | Sell |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.34M | Hold |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.23M | Hold |
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|
2023
Q1 | $1.2M | Hold |
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $1.12M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.28M | Sell |
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|
2021
Q4 | $1.4M | Hold |
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|
2021
Q3 | $1.26M | Hold |
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|
2021
Q2 | $1.25M | Hold |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $1.12M | Sell |
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|
2020
Q3 | $1.06M | Hold |
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|
2020
Q2 | $1.01M | Hold |
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|
2020
Q1 | $895K | Hold |
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|
2019
Q4 | $1.03M | Hold |
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|
2019
Q3 | $910K | Sell |
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|
2019
Q2 | $947K | Buy |
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|
2019
Q1 | $858K | Hold |
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|
2018
Q4 | $809K | Sell |
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|
2018
Q3 | $909K | Hold |
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|
2018
Q2 | $797K | Hold |
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|
2018
Q1 | $777K | Hold |
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|
2017
Q4 | $790K | Hold |
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|
2017
Q3 | $794K | Hold |
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|
2017
Q2 | $757K | Buy |
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