Advanced Asset Management 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
Q2 | $310K | Sell |
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|
2025
Q1 | $382K | Buy |
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|
2024
Q4 | $345K | Sell |
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|
2024
Q3 | $445K | Hold |
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|
2024
Q2 | $445K | Sell |
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $449K | Buy |
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|
2023
Q3 | $419K | Sell |
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|
2023
Q2 | $448K | Buy |
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|
2023
Q1 | $419K | Buy |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $382K | Buy |
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|
2022
Q2 | $403K | Sell |
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|
2022
Q1 | $474K | Buy |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $349K | Buy |
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|
2021
Q1 | $322K | Buy |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $273K | Sell |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $345K | Sell |
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|
2019
Q4 | $563K | Buy |
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|
2019
Q3 | $337K | Buy |
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|
2019
Q2 | $338K | Sell |
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|
2019
Q1 | $361K | Sell |
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|
2018
Q4 | $736K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $443K | Sell |
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|
2018
Q1 | $501K | Sell |
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|
2017
Q4 | $515K | Buy |
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