Clay Northam 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 | $534K | Hold |
|
|||||
|
2025
Q2 | $517K | Sell |
|
|||||
|
2025
Q1 | $649K | Hold |
|
|||||
|
2024
Q4 | $612K | Hold |
|
|||||
|
2024
Q3 | $685K | Sell |
|
|||||
|
2024
Q2 | $653K | Hold |
|
|||||
|
2024
Q1 | $662K | Buy |
|
|||||
|
2023
Q4 | $592K | Buy |
|
|||||
|
2023
Q3 | $555K | Buy |
|
|||||
|
2023
Q2 | $569K | Buy |
|
|||||
|
2023
Q1 | $554K | Hold |
|
|||||
|
2022
Q4 | $581K | Sell |
|
|||||
|
2022
Q3 | $526K | Buy |
|
|||||
|
2022
Q2 | $555K | Sell |
|
|||||
|
2022
Q1 | $605K | Buy |
|
|||||
|
2021
Q4 | $614K | Buy |
|