Crewe 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 | $511K | Buy |
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|
2025
Q1 | $540K | Sell |
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|
2024
Q4 | $845K | Sell |
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|
2024
Q3 | $982K | Buy |
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|
2024
Q2 | $573K | Buy |
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|
2024
Q1 | $542K | Buy |
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|
2023
Q4 | $471K | Buy |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $436K | Buy |
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|
2022
Q3 | $183K | Buy |
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|
2022
Q2 | $192K | Buy |
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|
2022
Q1 | $188K | Sell |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q3 | $154K | Buy |
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|
2021
Q2 | $152K | Sell |
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|
2021
Q1 | $143K | Buy |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $41K | Sell |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $42K | Hold |
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|
2019
Q4 | $48K | Sell |
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|
2019
Q3 | $55K | Sell |
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|
2019
Q2 | $68K | Buy |
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|
2019
Q1 | $56K | Hold |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $70K | Sell |
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|
2018
Q2 | $70K | Buy |
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|
2018
Q1 | $60K | Sell |
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|
2017
Q4 | $131K | Buy |
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