Addison 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 | $95.8K | Sell |
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|
2025
Q2 | $211K | Sell |
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|
2025
Q1 | $265K | Sell |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $351K | Sell |
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|
2024
Q2 | $350K | Buy |
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|
2024
Q1 | $344K | Sell |
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|
2023
Q4 | $334K | Sell |
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|
2023
Q3 | $327K | Hold |
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|
2023
Q2 | $337K | Hold |
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|
2023
Q1 | $329K | Hold |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $271K | Buy |
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|
2021
Q4 | $78K | Buy |
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|
2021
Q3 | $40K | Sell |
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|
2021
Q2 | $44K | Buy |
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|
2020
Q4 | $38K | Buy |
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