Dynamic Advisor Solutions’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 | $3.6M | Buy |
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|
2025
Q2 | $2.57M | Sell |
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|
2025
Q1 | $3.22M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $3.91M | Buy |
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|
2024
Q2 | $3.56M | Buy |
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|
2024
Q1 | $3.45M | Sell |
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|
2023
Q4 | $3.6M | Buy |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $3.12M | Buy |
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|
2023
Q1 | $2.54M | Buy |
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|
2022
Q4 | $2.09M | Sell |
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|
2022
Q3 | $2.89M | Buy |
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|
2022
Q2 | $1.87M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.11M | Buy |
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|
2021
Q3 | $805K | Buy |
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|
2021
Q2 | $752K | Buy |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $569K | Buy |
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|
2020
Q3 | $511K | Sell |
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|
2020
Q2 | $5.09M | Buy |
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|
2020
Q1 | $652K | Sell |
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|
2019
Q4 | $996K | Sell |
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|
2019
Q3 | $1.46M | Sell |
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|
2019
Q2 | $1.95M | Sell |
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|
2019
Q1 | $2.7M | Buy |
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|
2018
Q4 | $1.17M | Sell |
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|
2018
Q3 | $1.32M | Buy |
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|
2018
Q2 | $1.11M | Buy |
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|
2018
Q1 | $1.08M | Sell |
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|
2017
Q4 | $1.17M | Sell |
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|
2017
Q3 | $1.23M | Sell |
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|
2017
Q2 | $1.82M | Buy |
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|
2017
Q1 | $1.69M | Sell |
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|
2016
Q4 | $1.67M | Sell |
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|
2016
Q3 | $1.83M | Buy |
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|
2016
Q2 | $1.72M | Buy |
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|
2016
Q1 | $1.62M | Sell |
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|
2015
Q4 | $1.9M | Sell |
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|
2015
Q3 | $1.82M | Buy |
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|
2015
Q2 | $2.03M | Buy |
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|
2015
Q1 | $1.97M | Buy |
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|
2014
Q4 | $1.83M | Buy |
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|
2014
Q3 | $1M | Sell |
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|
2014
Q2 | $1.01M | Sell |
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|
2014
Q1 | $987K | Buy |
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|
2013
Q4 | $877K | Buy |
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