Badgley Phelps Wealth Managers’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 | $2.71M | Sell |
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|
2025
Q2 | $2.63M | Sell |
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|
2025
Q1 | $2.88M | Sell |
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|
2024
Q4 | $2.87M | Sell |
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|
2024
Q3 | $3.28M | Sell |
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|
2024
Q2 | $3.17M | Sell |
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|
2024
Q1 | $3.35M | Sell |
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|
2023
Q4 | $3.41M | Sell |
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|
2023
Q3 | $3.28M | Buy |
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|
2023
Q2 | $3.11M | Buy |
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|
2023
Q1 | $372K | Sell |
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|
2022
Q4 | $435K | Buy |
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|
2022
Q3 | $385K | Sell |
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|
2022
Q2 | $409K | Buy |
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|
2022
Q1 | $432K | Sell |
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|
2021
Q4 | $583K | Buy |
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|
2021
Q3 | $432K | Buy |
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