Allie Family Office’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 | $218K | Sell |
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|
2025
Q1 | $704K | Sell |
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|
2024
Q4 | $758K | Buy |
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|
2024
Q3 | $800K | Hold |
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|
2024
Q2 | $757K | Buy |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $272K | Hold |
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|
2023
Q3 | $257K | Hold |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $256K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $2.19M | Buy |
|