Congress 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
Q2 | $72.2M | Buy |
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|
2025
Q1 | $72.5M | Buy |
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|
2024
Q4 | $47M | Sell |
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|
2024
Q3 | $103M | Sell |
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|
2024
Q2 | $99.9M | Sell |
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|
2024
Q1 | $101M | Buy |
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|
2023
Q4 | $60.1M | Sell |
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|
2023
Q3 | $58.1M | Sell |
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|
2023
Q2 | $77.2M | Sell |
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|
2023
Q1 | $97.5M | Buy |
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|
2022
Q4 | $97.6M | Sell |
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|
2022
Q3 | $105M | Sell |
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|
2022
Q2 | $111M | Buy |
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|
2022
Q1 | $66.8M | Buy |
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|
2021
Q4 | $29.2M | Buy |
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