Allen 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 | $549K | Hold |
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|
2025
Q2 | $531K | Hold |
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|
2025
Q1 | $576K | Hold |
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|
2024
Q4 | $542K | Hold |
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|
2024
Q3 | $607K | Hold |
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|
2024
Q2 | $575K | Hold |
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|
2024
Q1 | $582K | Hold |
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|
2023
Q4 | $538K | Hold |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $523K | Hold |
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|
2023
Q1 | $510K | Hold |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $493K | Buy |
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|
2022
Q2 | $506K | Hold |
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|
2022
Q1 | $540K | Hold |
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|
2021
Q4 | $556K | Hold |
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|
2021
Q3 | $502K | Hold |
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|
2021
Q2 | $497K | Hold |
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|
2021
Q1 | $460K | Hold |
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|
2020
Q4 | $447K | Hold |
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|
2020
Q3 | $416K | Hold |
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|
2020
Q2 | $395K | Hold |
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|
2020
Q1 | $349K | Hold |
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|
2019
Q4 | $402K | Hold |
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|
2019
Q3 | $355K | Hold |
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|
2019
Q2 | $365K | Hold |
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|
2019
Q1 | $362K | Buy |
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