Accel Wealth 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 | $218K | Buy |
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|
2025
Q2 | $204K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $210K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $260K | Sell |
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|
2023
Q2 | $378K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $442K | Buy |
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|
2022
Q3 | $349K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $32K | Hold |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $29K | Hold |
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|
2021
Q1 | $27K | Sell |
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|
2020
Q4 | $29K | Buy |
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