ARS Wealth Advisors Group’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 | $306K | Sell |
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|
2025
Q2 | $304K | Sell |
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|
2025
Q1 | $330K | Buy |
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|
2024
Q4 | $296K | Sell |
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|
2024
Q3 | $437K | Buy |
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|
2024
Q2 | $407K | Sell |
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|
2024
Q1 | $418K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $252K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $283K | Buy |
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|
2021
Q4 | $262K | Sell |
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|
2021
Q3 | $329K | Buy |
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