Acorn Wealth Advisors’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 | $790K | Buy |
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|
2025
Q2 | $214K | Buy |
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|
2025
Q1 | $231K | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $305K | Buy |
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|
2024
Q2 | $283K | Buy |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $268K | Sell |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $275K | Buy |
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|
2022
Q4 | $286K | Buy |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $268K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $34K | Hold |
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|
2018
Q1 | $34K | Buy |
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