Elevated Capital 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 | $350K | Hold |
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|
2025
Q1 | $350K | Sell |
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|
2024
Q4 | $361K | Sell |
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|
2024
Q3 | $2.88M | Buy |
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|
2024
Q2 | $2.67M | Buy |
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|
2024
Q1 | $2.58M | Buy |
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|
2023
Q4 | $2.35M | Buy |
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|
2023
Q3 | $2.01M | Sell |
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|
2023
Q2 | $2.55M | Buy |
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|
2023
Q1 | $2.13M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $1.31M | Buy |
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|
2022
Q1 | $5M | Buy |
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|
2021
Q3 | $4.13M | Buy |
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|
2021
Q1 | $3.41M | Buy |
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|
2020
Q4 | $2.52M | Buy |
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|
2020
Q3 | $2.18M | Buy |
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|
2020
Q2 | $1.82M | Buy |
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|
2019
Q4 | $542K | Buy |
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|
2019
Q1 | $1.07M | Buy |
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