EverSource Wealth 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
Q3 | $894K | Sell |
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|
2025
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $770K | Buy |
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|
2024
Q3 | $805K | Buy |
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|
2024
Q2 | $726K | Sell |
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|
2024
Q1 | $878K | Sell |
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|
2023
Q4 | $878K | Buy |
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|
2023
Q3 | $189K | Sell |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $288K | Buy |
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|
2022
Q4 | $266K | Buy |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Sell |
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|
2022
Q1 | $15K | Sell |
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|
2021
Q4 | $19K | Buy |
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