Aspen Investment 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 | $338K | Sell |
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|
2025
Q2 | $497K | Sell |
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|
2025
Q1 | $569K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $346K | Buy |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $776K | Sell |
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|
2023
Q2 | $844K | Buy |
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|
2023
Q1 | $844K | Sell |
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|
2022
Q4 | $866K | Sell |
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|
2022
Q3 | $945K | Hold |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $278K | Hold |
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|
2021
Q1 | $258K | Hold |
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|
2020
Q4 | $251K | Sell |
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|
2020
Q3 | $234K | Hold |
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|
2020
Q2 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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