Executive 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $338K | Sell |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $716K | Sell |
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $850K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $522K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $38K | Buy |
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|
2019
Q1 | $3K | Sell |
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|
2018
Q4 | $11K | Buy |
|