Affiance Financial’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 | $901K | Hold |
|
|||||
|
2025
Q2 | $873K | Sell |
|
|||||
|
2025
Q1 | $1.03M | Sell |
|
|||||
|
2024
Q4 | $4.95M | Sell |
|
|||||
|
2024
Q3 | $5.79M | Buy |
|
|||||
|
2024
Q2 | $5.36M | Buy |
|
|||||
|
2024
Q1 | $5.2M | Buy |
|
|||||
|
2023
Q4 | $890K | Sell |
|
|||||
|
2023
Q3 | $938K | Hold |
|
|||||
|
2023
Q2 | $967K | Hold |
|
|||||
|
2023
Q1 | $944K | Hold |
|
|||||
|
2022
Q4 | $990K | Hold |
|
|||||
|
2022
Q3 | $883K | Hold |
|
|||||
|
2022
Q2 | $935K | Hold |
|
|||||
|
2022
Q1 | $999K | Hold |
|
|||||
|
2021
Q4 | $1.03M | Sell |
|
|||||
|
2021
Q3 | $955K | Hold |
|
|||||
|
2021
Q2 | $945K | Hold |
|
|||||
|
2021
Q1 | $876K | Hold |
|
|||||
|
2020
Q4 | $851K | Sell |
|
|||||
|
2020
Q3 | $817K | Hold |
|
|||||
|
2020
Q2 | $775K | Sell |
|
|||||
|
2020
Q1 | $702K | Hold |
|
|||||
|
2019
Q4 | $807K | Sell |
|
|||||
|
2019
Q3 | $740K | Hold |
|
|||||
|
2019
Q2 | $760K | Hold |
|
|||||
|
2019
Q1 | $753K | Hold |
|
|||||
|
2018
Q4 | $710K | Sell |
|
|||||
|
2018
Q3 | $836K | Hold |
|
|||||
|
2018
Q2 | $733K | Buy |
|
|||||
|
2018
Q1 | $649K | Hold |
|
|||||
|
2017
Q4 | $659K | Sell |
|
|||||
|
2017
Q3 | $835K | Sell |
|
|||||
|
2017
Q2 | $842K | Sell |
|
|||||
|
2017
Q1 | $846K | Sell |
|
|||||
|
2016
Q4 | $1M | Sell |
|
|||||
|
2016
Q3 | $1.23M | Sell |
|
|||||
|
2016
Q2 | $1.39M | Sell |
|
|||||
|
2016
Q1 | $1.71M | Sell |
|
|||||
|
2015
Q4 | $2.33M | Sell |
|
|||||
|
2015
Q3 | $2.46M | Sell |
|
|||||
|
2015
Q2 | $3.44M | Sell |
|
|||||
|
2015
Q1 | $3.86M | Sell |
|
|||||
|
2014
Q4 | $3.84M | Buy |
|