Curtis Advisory Group’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 | $225K | Hold |
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|
2025
Q2 | $218K | Hold |
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|
2025
Q1 | $236K | Hold |
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|
2024
Q4 | $222K | Hold |
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|
2024
Q3 | $249K | Hold |
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|
2024
Q2 | $235K | Hold |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $299K | Hold |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q3 | $315K | Hold |
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|
2022
Q2 | $334K | Buy |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $373K | Buy |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $284K | Hold |
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|
2021
Q1 | $263K | Hold |
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|
2020
Q4 | $255K | Buy |
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