Allworth 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
Q2 | $4.26M | Buy |
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|
2025
Q1 | $4.31M | Buy |
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|
2024
Q4 | $4.46M | Sell |
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|
2024
Q3 | $5.26M | Sell |
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|
2024
Q2 | $5.29M | Sell |
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|
2024
Q1 | $5.86M | Sell |
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|
2023
Q4 | $8.16M | Buy |
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|
2023
Q3 | $800K | Buy |
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|
2023
Q2 | $818K | Sell |
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|
2023
Q1 | $845K | Sell |
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|
2022
Q4 | $915K | Sell |
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|
2022
Q3 | $857K | Buy |
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|
2022
Q2 | $274K | Sell |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $237K | Buy |
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|
2021
Q2 | $191K | Buy |
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|
2021
Q1 | $177K | Buy |
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|
2020
Q4 | $161K | Buy |
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|
2020
Q3 | $116K | Buy |
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|
2020
Q2 | $91K | Buy |
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|
2020
Q1 | $81K | Buy |
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|
2019
Q4 | $85K | Buy |
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|
2019
Q3 | $71K | Buy |
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|
2019
Q2 | $73K | Buy |
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|
2019
Q1 | $72K | Hold |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $75K | Buy |
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|
2018
Q2 | $53K | Hold |
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|
2018
Q1 | $52K | Hold |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $52K | Hold |
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|
2017
Q2 | $51K | Buy |
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|
2017
Q1 | $4K | Hold |
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|
2016
Q4 | $4K | Sell |
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|
2016
Q3 | $8K | Buy |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $4K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $37K | Buy |
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