GeoWealth 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
Q2 | $4.05M | Sell |
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|
2025
Q1 | $4.89M | Buy |
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|
2024
Q4 | $4.35M | Buy |
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|
2024
Q3 | $3.72M | Sell |
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|
2024
Q2 | $5.84M | Sell |
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|
2024
Q1 | $10.6M | Sell |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $9.39M | Buy |
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|
2023
Q2 | $9.66M | Buy |
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|
2023
Q1 | $9.25M | Sell |
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|
2022
Q4 | $13.9M | Sell |
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|
2022
Q3 | $13.2M | Buy |
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|
2022
Q2 | $12.7M | Buy |
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|
2022
Q1 | $11.9M | Buy |
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|
2021
Q4 | $10.6M | Buy |
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|
2021
Q3 | $9.45M | Sell |
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|
2021
Q2 | $11.8M | Buy |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $7.78M | Buy |
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|
2020
Q3 | $5.35M | Buy |
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|
2020
Q2 | $3.08M | Buy |
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|
2020
Q1 | $388K | Buy |
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