Bogart Wealth 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
Q3 | $29.2K | Sell |
|
|||||
|
2025
Q2 | $96.4K | Sell |
|
|||||
|
2025
Q1 | $105K | Sell |
|
|||||
|
2024
Q4 | $109K | Buy |
|
|||||
|
2024
Q3 | $44K | Sell |
|
|||||
|
2024
Q2 | $54.5K | Sell |
|
|||||
|
2024
Q1 | $1.8M | Buy |
|
|||||
|
2023
Q4 | $1.57M | Buy |
|
|||||
|
2023
Q3 | $1.33M | Sell |
|
|||||
|
2023
Q2 | $2.57M | Buy |
|
|||||
|
2023
Q1 | $2.39M | Buy |
|
|||||
|
2022
Q4 | $2.4M | Buy |
|
|||||
|
2022
Q3 | $2.04M | Buy |
|
|||||
|
2022
Q2 | $2.01M | Buy |
|
|||||
|
2022
Q1 | $17K | Sell |
|
|||||
|
2021
Q4 | $33K | Hold |
|
|||||
|
2021
Q3 | $30K | Buy |
|
|||||
|
2021
Q2 | $16K | Buy |
|