BOK Financial Private Wealth’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 | – | Sell |
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|
2025
Q1 | $46.7K | Sell |
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|
2024
Q4 | $46.5K | Buy |
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|
2024
Q3 | $2.77K | Sell |
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|
2024
Q2 | $393K | Sell |
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|
2024
Q1 | $444K | Buy |
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|
2023
Q4 | $407K | Hold |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $396K | Buy |
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|
2023
Q1 | $168K | Sell |
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|
2022
Q4 | $200K | Hold |
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|
2022
Q3 | $178K | Sell |
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|
2022
Q2 | $308K | Buy |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $234K | Hold |
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|
2021
Q3 | $211K | Sell |
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|
2021
Q2 | $219K | Hold |
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|
2021
Q1 | $203K | Buy |
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