Concorde Asset 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
Q1 | – | Sell |
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|
2024
Q4 | $325K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $309K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $232K | Sell |
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|
2020
Q2 | $513K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $578K | Sell |
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|
2018
Q4 | $567K | Buy |
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|
2018
Q3 | $615K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $233K | Buy |
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|
2017
Q4 | $221K | Sell |
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|
2017
Q3 | $452K | Buy |
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|
2017
Q2 | $364K | Buy |
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|
2017
Q1 | $287K | Sell |
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|
2016
Q4 | $275K | Sell |
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|
2016
Q3 | $526K | Sell |
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|
2016
Q2 | $580K | Sell |
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|
2016
Q1 | $1.87M | Sell |
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|
2015
Q4 | $7.27M | Buy |
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|
2015
Q3 | $2.96M | Buy |
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|
2015
Q2 | $3.19M | Buy |
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|
2015
Q1 | $2.14M | Sell |
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|
2014
Q4 | $2.63M | Buy |
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