Cary Street Partners Investment Advisory’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 | $143K | Sell |
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|
2025
Q1 | $266K | Buy |
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|
2024
Q4 | $149K | Sell |
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|
2024
Q3 | $4.15M | Sell |
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|
2024
Q2 | $4.12M | Sell |
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|
2024
Q1 | $4.35M | Buy |
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|
2023
Q4 | $3.58M | Sell |
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|
2023
Q3 | $3.46M | Buy |
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|
2023
Q2 | $2.96M | Buy |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $236K | Buy |
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|
2022
Q2 | $217K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $265K | Buy |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $219K | Sell |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q3 | $179K | Buy |
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