Advisory Resource Group’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 | $2.06M | Buy |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.87M | Buy |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.73M | Buy |
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|
2024
Q2 | $1.6M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $953K | Buy |
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|
2022
Q4 | $916K | Sell |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $327K | Sell |
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|
2021
Q3 | $639K | Buy |
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|
2021
Q2 | $607K | Sell |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.3M | Buy |
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|
2020
Q2 | $258K | Hold |
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|
2020
Q1 | $229K | Hold |
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|
2019
Q4 | $263K | Sell |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $260K | Hold |
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|
2019
Q1 | $248K | Sell |
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|
2018
Q4 | $256K | Buy |
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