Clarus Wealth 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
Q3 | $1.69M | Buy |
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|
2025
Q2 | $1.51M | Buy |
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|
2025
Q1 | $1.45M | Sell |
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|
2024
Q4 | $1.89M | Sell |
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|
2024
Q3 | $2.26M | Buy |
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|
2024
Q2 | $2.18M | Buy |
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|
2024
Q1 | $2.07M | Buy |
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|
2023
Q4 | $1.41M | Buy |
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|
2023
Q2 | $1.27M | Buy |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $2.48M | Sell |
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|
2022
Q2 | $2.69M | Buy |
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|
2022
Q1 | $2.82M | Buy |
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|
2021
Q4 | $2.38M | Buy |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $1.05M | Buy |
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|
2021
Q1 | $852K | Buy |
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|
2020
Q4 | $826K | Sell |
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|
2020
Q3 | $741K | Buy |
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|
2020
Q2 | $588K | Buy |
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|
2020
Q1 | $458K | Buy |
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|
2019
Q4 | $518K | Sell |
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|
2019
Q3 | $563K | Buy |
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|
2019
Q2 | $578K | Buy |
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|
2019
Q1 | $559K | Buy |
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|
2018
Q4 | $359K | Sell |
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|
2018
Q3 | $744K | Buy |
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|
2018
Q2 | $408K | Hold |
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|
2018
Q1 | $408K | Sell |
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|
2017
Q4 | $1.24M | Buy |
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