Amplius 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 | – | Sell |
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|
2025
Q2 | $210K | Sell |
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|
2025
Q1 | $277K | Buy |
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|
2024
Q4 | $214K | Sell |
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|
2024
Q3 | $287K | Sell |
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|
2024
Q2 | $304K | Buy |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $528K | Sell |
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|
2023
Q3 | $989K | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.22M | Buy |
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|
2022
Q3 | $709K | Sell |
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|
2022
Q2 | $819K | Buy |
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|
2022
Q1 | $225K | Buy |
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|
2021
Q4 | $227K | Buy |
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