Avior 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
Q2 | $1.38M | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.86M | Buy |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $17.6K | Sell |
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|
2023
Q3 | $192K | Sell |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $29.8K | Buy |
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|
2022
Q3 | $25K | Buy |
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|
2022
Q2 | $26K | Buy |
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|
2022
Q1 | $20K | Buy |
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|
2021
Q4 | $15K | Sell |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $44K | Sell |
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|
2021
Q1 | $42K | Sell |
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|
2020
Q4 | $90K | Sell |
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|
2020
Q3 | $131K | Hold |
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|
2020
Q2 | $124K | Sell |
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|
2020
Q1 | $112K | Sell |
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|
2019
Q4 | $190K | Buy |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $11K | Buy |
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|
2019
Q1 | $1K | Sell |
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|
2018
Q4 | $10K | Sell |
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|
2018
Q3 | $11K | Buy |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Hold |
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