Apexium 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
Q3 | $4.77M | Sell |
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|
2025
Q2 | $4.91M | Sell |
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|
2025
Q1 | $6.29M | Buy |
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|
2024
Q4 | $4.32M | Buy |
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|
2024
Q3 | $3.13M | Buy |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $3.02M | Buy |
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|
2023
Q4 | $2.64M | Buy |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.54M | Sell |
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|
2023
Q1 | $2.49M | Sell |
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|
2022
Q4 | $2.68M | Sell |
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|
2022
Q3 | $2.4M | Buy |
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|
2022
Q2 | $638K | Sell |
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|
2022
Q1 | $823K | Buy |
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|
2021
Q4 | $720K | Sell |
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|
2021
Q3 | $706K | Buy |
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|
2021
Q2 | $663K | Buy |
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|
2021
Q1 | $609K | Buy |
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|
2020
Q4 | $581K | Sell |
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|
2020
Q3 | $547K | Buy |
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|
2020
Q2 | $498K | Buy |
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