Axxcess 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 | $1.29M | Buy |
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|
2025
Q2 | $568K | Sell |
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|
2025
Q1 | $2.12M | Sell |
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|
2024
Q4 | $2.07M | Sell |
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|
2024
Q3 | $4.08M | Buy |
|
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|
2024
Q2 | $3.73M | Buy |
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|
2024
Q1 | $1.87M | Buy |
|
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|
2023
Q4 | $676K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $370K | Sell |
|
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $507K | Sell |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $592K | Sell |
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|
2021
Q4 | $1.07M | Buy |
|