Bison Wealth’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $311K | Buy |
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|
2024
Q3 | $257K | Sell |
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|
2024
Q2 | $510K | Hold |
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|
2024
Q1 | $510K | Sell |
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|
2023
Q4 | $473K | Sell |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $480K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $98K | Buy |
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|
2022
Q1 | $101K | Buy |
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|
2021
Q4 | $95K | Sell |
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|
2021
Q3 | $191K | Buy |
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|
2021
Q2 | $189K | Buy |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $141K | Sell |
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|
2020
Q3 | $134K | Hold |
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|
2020
Q2 | $127K | Sell |
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|
2020
Q1 | $137K | Sell |
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|
2019
Q4 | $288K | Sell |
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $262K | Sell |
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|
2019
Q1 | $567K | Sell |
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|
2018
Q4 | $558K | Buy |
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