Court Place 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 | $555K | Buy |
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|
2025
Q2 | $537K | Sell |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $606K | Sell |
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|
2024
Q3 | $752K | Sell |
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|
2024
Q2 | $770K | Sell |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $794K | Sell |
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|
2023
Q3 | $782K | Hold |
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|
2023
Q2 | $806K | Sell |
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|
2023
Q1 | $941K | Hold |
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|
2022
Q4 | $988K | Hold |
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|
2022
Q3 | $880K | Hold |
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|
2022
Q2 | $932K | Hold |
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|
2022
Q1 | $996K | Sell |
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|
2021
Q4 | $1.05M | Hold |
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|
2021
Q3 | $951K | Sell |
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|
2021
Q2 | $953K | Hold |
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|
2021
Q1 | $884K | Hold |
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|
2020
Q4 | $859K | Sell |
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|
2020
Q3 | $813K | Hold |
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|
2020
Q2 | $772K | Hold |
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|
2020
Q1 | $683K | Hold |
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|
2019
Q4 | $785K | Hold |
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|
2019
Q3 | $695K | Sell |
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|
2019
Q2 | $743K | Sell |
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|
2019
Q1 | $754K | Hold |
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|
2018
Q4 | $711K | Buy |
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|
2018
Q3 | $772K | Hold |
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|
2018
Q2 | $677K | Hold |
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|
2018
Q1 | $661K | Buy |
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|
2017
Q4 | $648K | Buy |
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|
2017
Q3 | $632K | Buy |
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|
2017
Q2 | $597K | Hold |
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|
2017
Q1 | $560K | Buy |
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|
2016
Q4 | $498K | Hold |
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|
2016
Q3 | $521K | Hold |
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|
2016
Q2 | $518K | Hold |
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|
2016
Q1 | $489K | Buy |
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|
2015
Q4 | $496K | Hold |
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|
2015
Q3 | $456K | Hold |
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|
2015
Q2 | $513K | Sell |
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|
2015
Q1 | $507K | Hold |
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|
2014
Q4 | $478K | Hold |
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|
2014
Q3 | $447K | Hold |
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|
2014
Q2 | $425K | Hold |
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|
2014
Q1 | $409K | Buy |
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|
2013
Q4 | $349K | Buy |
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