BigSur 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 | $5.34M | Sell |
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|
2025
Q2 | $5.44M | Buy |
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|
2025
Q1 | $5.89M | Buy |
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|
2024
Q4 | $4.85M | Sell |
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|
2024
Q3 | $6.02M | Buy |
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|
2024
Q2 | $5.04M | Sell |
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|
2024
Q1 | $5.64M | Buy |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $2.37M | Sell |
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|
2022
Q2 | $3.02M | Buy |
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|
2022
Q1 | $2.98M | Buy |
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|
2021
Q4 | $2.84M | Hold |
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|
2021
Q3 | $2.57M | Hold |
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|
2021
Q2 | $2.54M | Hold |
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|
2021
Q1 | $2.35M | Buy |
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|
2020
Q4 | $2.15M | Hold |
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|
2020
Q3 | $2M | Buy |
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|
2020
Q2 | $1.29M | Hold |
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|
2020
Q1 | $1.14M | Buy |
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|
2019
Q4 | $1.14M | Hold |
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|
2019
Q3 | $1M | Hold |
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|
2019
Q2 | $1.03M | Hold |
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|
2019
Q1 | $1.02M | Hold |
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|
2018
Q4 | $962K | Hold |
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|
2018
Q3 | $1.06M | Hold |
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|
2018
Q2 | $928K | Hold |
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|
2018
Q1 | $905K | Hold |
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|
2017
Q4 | $919K | Sell |
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|
2017
Q3 | $927K | Hold |
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|
2017
Q2 | $903K | Hold |
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|
2017
Q1 | $857K | Buy |
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|
2016
Q4 | $434K | Buy |
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