Bradley Foster & Sargent’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 | $553K | Buy |
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|
2025
Q2 | $438K | Sell |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $606K | Sell |
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|
2024
Q3 | $755K | Buy |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $605K | Buy |
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|
2023
Q4 | $543K | Buy |
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|
2023
Q3 | $494K | Hold |
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|
2023
Q2 | $494K | Sell |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $535K | Hold |
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|
2022
Q3 | $477K | Hold |
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|
2022
Q2 | $505K | Buy |
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|
2022
Q1 | $472K | Buy |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $349K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $252K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $256K | Hold |
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|
2015
Q1 | $249K | Sell |
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|
2014
Q4 | $249K | Sell |
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|
2014
Q3 | $235K | Buy |
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