Crescent Grove 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
Q2 | $215K | Sell |
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|
2025
Q1 | $265K | Hold |
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|
2024
Q4 | $250K | Sell |
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|
2024
Q3 | $282K | Hold |
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|
2024
Q2 | $267K | Hold |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $324K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $331K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $402K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $369K | Sell |
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|
2020
Q4 | $481K | Hold |
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|
2020
Q3 | $447K | Buy |
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|
2020
Q2 | $374K | Sell |
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|
2020
Q1 | $355K | Buy |
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|
2019
Q4 | $290K | Hold |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $256K | Sell |
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|
2019
Q1 | $342K | Sell |
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|
2018
Q4 | $6.54M | Buy |
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