Aries Wealth Management’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 | $681K | Hold |
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|
2025
Q2 | $660K | Sell |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $737K | Sell |
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|
2024
Q3 | $897K | Sell |
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|
2024
Q2 | $864K | Sell |
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|
2024
Q1 | $879K | Hold |
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|
2023
Q4 | $812K | Sell |
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|
2023
Q3 | $826K | Buy |
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|
2023
Q2 | $802K | Sell |
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|
2023
Q1 | $821K | Buy |
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|
2022
Q4 | $725K | Buy |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $223K | Buy |
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