Avion Wealth’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 | $188K | Hold |
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|
2025
Q2 | $182K | Hold |
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|
2025
Q1 | $186K | Hold |
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|
2024
Q4 | $186K | Buy |
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|
2024
Q3 | $133K | Hold |
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|
2024
Q2 | $126K | Buy |
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|
2024
Q1 | $110K | Hold |
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|
2023
Q4 | $101K | Hold |
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|
2023
Q3 | $95K | Hold |
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|
2023
Q2 | $98K | Buy |
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|
2023
Q1 | $100K | Hold |
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|
2022
Q4 | $89K | Hold |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $95K | Buy |
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|
2022
Q1 | $94K | Hold |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $88K | Hold |
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|
2021
Q2 | $87K | Buy |
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|
2021
Q1 | $79K | Sell |
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|
2020
Q4 | $88K | Buy |
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