Evercore 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
Q2 | $8.01M | Sell |
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|
2025
Q1 | $8.9M | Sell |
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|
2024
Q4 | $19.9M | Buy |
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|
2024
Q3 | $9.48M | Sell |
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|
2024
Q2 | $9.12M | Sell |
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|
2024
Q1 | $9.55M | Buy |
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|
2023
Q4 | $8.68M | Sell |
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|
2023
Q3 | $8.46M | Sell |
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|
2023
Q2 | $8.75M | Buy |
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|
2023
Q1 | $8.2M | Sell |
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|
2022
Q4 | $9.7M | Buy |
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|
2022
Q3 | $7.58M | Sell |
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|
2022
Q2 | $8.24M | Sell |
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|
2022
Q1 | $9.13M | Buy |
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|
2021
Q4 | $8.96M | Buy |
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|
2021
Q3 | $7.83M | Sell |
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|
2021
Q2 | $8M | Buy |
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|
2021
Q1 | $7.22M | Buy |
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|
2020
Q4 | $5.17M | Buy |
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|
2020
Q3 | $4.58M | Buy |
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|
2020
Q2 | $3.14M | Buy |
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|
2020
Q1 | $1.09M | Buy |
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|
2019
Q4 | $846K | Buy |
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|
2019
Q3 | $704K | Buy |
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|
2019
Q2 | $709K | Sell |
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|
2019
Q1 | $704K | Hold |
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|
2018
Q4 | $664K | Sell |
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|
2018
Q3 | $738K | Sell |
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|
2018
Q2 | $722K | Sell |
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|
2018
Q1 | $796K | Sell |
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|
2017
Q4 | $2.38M | Hold |
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|
2017
Q3 | $2.35M | Sell |
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|
2017
Q2 | $4.19M | Sell |
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|
2017
Q1 | $4.34M | Sell |
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|
2016
Q4 | $4.9M | Buy |
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|
2016
Q3 | $5.01M | Sell |
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|
2016
Q2 | $5.14M | Buy |
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|
2016
Q1 | $4.1M | Buy |
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|
2015
Q4 | $4.32M | Buy |
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|
2015
Q3 | $3.84M | Sell |
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|
2015
Q2 | $4.37M | Buy |
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|
2015
Q1 | $4.2M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $3.86M | Buy |
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|
2014
Q2 | $3.53M | Buy |
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|
2014
Q1 | $3.35M | Buy |
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|
2013
Q4 | $2.98M | Buy |
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|
2013
Q3 | $2.42M | Buy |
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|
2013
Q2 | $2.19M | Buy |
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