Cahaba 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 | – | Sell |
|
|||||
|
2025
Q2 | $248K | Sell |
|
|||||
|
2025
Q1 | $360K | Buy |
|
|||||
|
2024
Q4 | $309K | Buy |
|
|||||
|
2024
Q3 | $345K | Buy |
|
|||||
|
2024
Q2 | $264K | Buy |
|
|||||
|
2024
Q1 | $267K | Sell |
|
|||||
|
2023
Q4 | $254K | Hold |
|
|||||
|
2023
Q3 | $240K | Buy |
|
|||||
|
2023
Q2 | $247K | Sell |
|
|||||
|
2023
Q1 | $241K | Buy |
|
|||||
|
2022
Q4 | $252K | Buy |
|
|||||
|
2022
Q3 | $201K | Hold |
|
|||||
|
2022
Q2 | $212K | Buy |
|
|||||
|
2022
Q1 | $215K | Buy |
|
|||||
|
2021
Q4 | $204K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $305K | Buy |
|