Financial Advocates Investment 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 | $1.05M | Sell |
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|
2025
Q2 | $2.15M | Sell |
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|
2025
Q1 | $2.98M | Sell |
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|
2024
Q4 | $3.72M | Sell |
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|
2024
Q3 | $14.7M | Buy |
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|
2024
Q2 | $6.14M | Sell |
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|
2024
Q1 | $7.7M | Buy |
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|
2023
Q4 | $6.88M | Buy |
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|
2023
Q3 | $4.62M | Buy |
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|
2023
Q2 | $4.41M | Sell |
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|
2023
Q1 | $5.59M | Sell |
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|
2022
Q4 | $6.85M | Buy |
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|
2022
Q3 | $3.76M | Sell |
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|
2022
Q2 | $5.39M | Buy |
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|
2022
Q1 | $5.63M | Buy |
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|
2021
Q4 | $3.73M | Buy |
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|
2021
Q3 | $3.21M | Sell |
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|
2021
Q2 | $4.44M | Sell |
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|
2021
Q1 | $4.35M | Sell |
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|
2020
Q4 | $7.92M | Buy |
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|
2020
Q3 | $3.88M | Sell |
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|
2020
Q2 | $6.59M | Buy |
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|
2020
Q1 | $2.69M | Buy |
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|
2019
Q4 | $2.77M | Buy |
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|
2019
Q3 | $2.36M | Buy |
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|
2019
Q2 | $2.41M | Sell |
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|
2019
Q1 | $2.4M | Sell |
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|
2018
Q4 | $2.91M | Sell |
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|
2018
Q3 | $3.37M | Sell |
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|
2018
Q2 | $3.4M | Buy |
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|
2018
Q1 | $3.24M | Buy |
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|
2017
Q4 | $2.85M | Buy |
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