Alta Wealth Advisors’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 | $666K | Sell |
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|
2025
Q2 | $805K | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $385K | Sell |
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|
2024
Q1 | $410K | Buy |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $597K | Buy |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $594K | Buy |
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|
2022
Q4 | $605K | Sell |
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|
2022
Q3 | $554K | Sell |
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|
2022
Q2 | $617K | Buy |
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|
2022
Q1 | $612K | Buy |
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|
2021
Q4 | $614K | Sell |
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|
2021
Q3 | $568K | Buy |
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|
2021
Q2 | $560K | Sell |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $515K | Buy |
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