Forum Financial Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $432K | Sell |
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|
2025
Q2 | $475K | Buy |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $1.02M | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $382K | Sell |
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|
2023
Q3 | $382K | Sell |
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|
2023
Q2 | $421K | Sell |
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|
2023
Q1 | $430K | Buy |
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