Barrett & Company’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 | $100K | Hold |
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|
2025
Q2 | $96.9K | Buy |
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|
2025
Q1 | $102K | Hold |
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|
2024
Q4 | $96.2K | Buy |
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|
2024
Q3 | $86.7K | Buy |
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|
2024
Q2 | $76.3K | Hold |
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|
2024
Q1 | $77.3K | Hold |
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|
2023
Q4 | $71.3K | Buy |
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|
2023
Q3 | $66.2K | Hold |
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|
2023
Q2 | $68.2K | Hold |
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|
2023
Q1 | $66.6K | Buy |
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|
2022
Q4 | $66.5K | Hold |
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|
2022
Q3 | $66.5K | Buy |
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