Claro Advisors’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 | $1.15M | Buy |
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|
2024
Q4 | $945K | Sell |
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|
2024
Q3 | $1.79M | Buy |
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|
2024
Q2 | $1.44M | Sell |
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|
2024
Q1 | $1.56M | Buy |
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|
2023
Q4 | $933K | Buy |
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|
2023
Q3 | $709K | Buy |
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|
2023
Q2 | $409K | Buy |
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|
2023
Q1 | $381K | Sell |
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|
2022
Q4 | $516K | Buy |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $238K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $108K | Buy |
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