Freestone Capital Holdings’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
$203K Sell
2025
Q1
$1.2M Sell
2024
Q4
$1.15M Buy
2024
Q3
$983K Buy
2024
Q2
$881K Buy
2024
Q1
$842K Buy
2023
Q4
$769K Buy
2021
Q1
Sell
2020
Q4
$146K Buy
2020
Q3
$120K Buy