D.B. Root & Company’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 | $331K | Sell |
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|
2025
Q2 | $429K | Buy |
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|
2025
Q1 | $266K | Sell |
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|
2024
Q4 | $254K | Sell |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $220K | Sell |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $344K | Sell |
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|
2023
Q1 | $390K | Sell |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $367K | Sell |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $399K | Buy |
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|
2021
Q4 | $335K | Sell |
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|
2021
Q3 | $776K | Buy |
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|
2021
Q2 | $708K | Sell |
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|
2021
Q1 | $715K | Sell |
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|
2020
Q4 | $756K | Buy |
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|
2020
Q3 | $697K | Sell |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $523K | Buy |
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|
2019
Q4 | $522K | Sell |
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|
2019
Q3 | $729K | Sell |
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|
2019
Q2 | $843K | Sell |
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|
2019
Q1 | $1.53M | Sell |
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|
2018
Q4 | $1.47M | Buy |
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|
2018
Q3 | $1.32M | Buy |
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|
2018
Q2 | $363K | Sell |
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|
2018
Q1 | $362K | Buy |
|