Alpine Woods Capital Investors’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 | $293K | Sell |
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|
2025
Q2 | $285K | Sell |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $317K | Hold |
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|
2024
Q2 | $309K | Hold |
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|
2024
Q1 | $298K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $265K | Hold |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $1.7M | Hold |
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|
2022
Q2 | $1.79M | Hold |
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|
2022
Q1 | $1.92M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.78M | Hold |
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|
2021
Q2 | $1.76M | Hold |
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|
2021
Q1 | $1.63M | Hold |
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|
2020
Q4 | $1.59M | Hold |
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|
2020
Q3 | $1.48M | Hold |
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|
2020
Q2 | $1.4M | Hold |
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|
2020
Q1 | $1.24M | Buy |
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|
2019
Q4 | $204K | Sell |
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|
2019
Q3 | $631K | Hold |
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|
2019
Q2 | $648K | Hold |
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|
2019
Q1 | $642K | Hold |
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|
2018
Q4 | $606K | Buy |
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