Elk River 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 | $565K | Sell |
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|
2025
Q2 | $4.67M | Buy |
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|
2025
Q1 | $660K | Buy |
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|
2024
Q4 | $595K | Buy |
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|
2024
Q3 | $619K | Hold |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $698K | Hold |
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|
2023
Q3 | $659K | Hold |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $691K | Hold |
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|
2022
Q4 | $725K | Buy |
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|
2022
Q3 | $620K | Hold |
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|
2022
Q2 | $657K | Hold |
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|
2022
Q1 | $701K | Sell |
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|
2021
Q4 | $760K | Sell |
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|
2021
Q3 | $721K | Hold |
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|
2021
Q2 | $714K | Hold |
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|
2021
Q1 | $661K | Sell |
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|
2020
Q4 | $770K | Buy |
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