Dakota Wealth Management’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 | $12.1M | Sell |
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|
2025
Q2 | $12.8M | Sell |
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|
2025
Q1 | $14.2M | Buy |
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|
2024
Q4 | $12.8M | Sell |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $14.1M | Buy |
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|
2024
Q1 | $14.1M | Buy |
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|
2023
Q4 | $12.3M | Buy |
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|
2023
Q3 | $11.4M | Buy |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $3.76M | Buy |
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|
2022
Q4 | $3.75M | Buy |
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|
2022
Q3 | $3.33M | Buy |
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|
2022
Q2 | $781K | Buy |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $483K | Sell |
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|
2021
Q3 | $443K | Sell |
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|
2021
Q2 | $450K | Sell |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $4.01M | Buy |
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|
2020
Q3 | $3.04M | Buy |
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|
2020
Q2 | $1.94M | Buy |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.36M | Buy |
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|
2019
Q1 | $1.09M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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