Agate Pass Investment Management’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 | $754K | Sell |
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|
2025
Q2 | $869K | Buy |
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|
2025
Q1 | $933K | Buy |
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|
2024
Q4 | $655K | Hold |
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|
2024
Q3 | $734K | Sell |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $710K | Hold |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $601K | Sell |
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|
2023
Q2 | $624K | Hold |
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|
2023
Q1 | $609K | Hold |
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|
2022
Q4 | $639K | Hold |
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|
2022
Q3 | $569K | Hold |
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|
2022
Q2 | $603K | Hold |
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|
2022
Q1 | $644K | Hold |
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|
2021
Q4 | $662K | Buy |
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