Centric 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 | $3.25M | Buy |
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|
2025
Q2 | $353K | Sell |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $467K | Buy |
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|
2024
Q2 | $462K | Sell |
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|
2024
Q1 | $479K | Sell |
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|
2023
Q4 | $490K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.34M | Sell |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.52M | Buy |
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