BFSG LLC’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 | $3.65M | Sell |
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|
2025
Q1 | $4.04M | Buy |
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|
2024
Q4 | $3.8M | Sell |
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|
2024
Q3 | $4.66M | Sell |
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|
2024
Q2 | $4.86M | Buy |
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|
2024
Q1 | $4.92M | Buy |
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|
2023
Q4 | $4.31M | Buy |
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|
2023
Q3 | $4.04M | Buy |
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|
2023
Q2 | $3.94M | Buy |
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|
2023
Q1 | $3.13M | Buy |
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|
2022
Q4 | $3.13M | Buy |
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|
2022
Q3 | $1.27M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $657K | Buy |
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|
2021
Q4 | $648K | Buy |
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|
2021
Q3 | $565K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $483K | Buy |
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|
2020
Q4 | $414K | Hold |
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|
2020
Q3 | $385K | Hold |
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|
2020
Q2 | $365K | Hold |
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|
2020
Q1 | $323K | Hold |
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|
2019
Q4 | $372K | Hold |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $343K | Sell |
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|
2019
Q1 | $342K | Sell |
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|
2018
Q4 | $330K | Sell |
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|
2018
Q3 | $388K | Buy |
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|
2018
Q2 | $336K | Hold |
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|
2018
Q1 | $328K | Buy |
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|
2017
Q4 | $326K | Hold |
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|
2017
Q3 | $322K | Buy |
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|
2017
Q2 | $308K | Sell |
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|
2017
Q1 | $309K | Buy |
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