Goelzer 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 | $484K | Buy |
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|
2025
Q2 | $469K | Sell |
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|
2025
Q1 | $548K | Buy |
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|
2024
Q4 | $504K | Sell |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $546K | Sell |
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|
2024
Q1 | $583K | Buy |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $536K | Sell |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $559K | Buy |
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|
2022
Q2 | $565K | Sell |
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|
2022
Q1 | $615K | Sell |
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|
2021
Q4 | $654K | Sell |
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|
2021
Q3 | $622K | Sell |
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|
2021
Q2 | $640K | Sell |
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|
2021
Q1 | $602K | Sell |
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|
2020
Q4 | $607K | Sell |
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|
2020
Q3 | $566K | Sell |
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|
2020
Q2 | $550K | Sell |
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|
2020
Q1 | $602K | Buy |
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|
2019
Q4 | $602K | Hold |
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|
2019
Q3 | $533K | Buy |
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|
2019
Q2 | $511K | Hold |
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|
2019
Q1 | $506K | Sell |
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|
2018
Q4 | $560K | Buy |
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|
2018
Q3 | $603K | Buy |
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|
2018
Q2 | $490K | Buy |
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|
2018
Q1 | $445K | Sell |
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|
2017
Q4 | $490K | Sell |
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|
2017
Q3 | $513K | Sell |
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|
2017
Q2 | $511K | Sell |
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|
2017
Q1 | $481K | Sell |
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|
2016
Q4 | $452K | Sell |
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|
2016
Q3 | $491K | Sell |
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|
2016
Q2 | $495K | Hold |
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|
2016
Q1 | $468K | Buy |
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|
2015
Q4 | $472K | Sell |
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|
2015
Q3 | $461K | Sell |
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|
2015
Q2 | $1.14M | Sell |
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|
2015
Q1 | $1.11M | Sell |
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|
2014
Q4 | $1.11M | Sell |
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|
2014
Q3 | $1.19M | Sell |
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|
2014
Q2 | $1.14M | Sell |
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|
2014
Q1 | $1.13M | Sell |
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|
2013
Q4 | $1.08M | Sell |
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|
2013
Q3 | $1.07M | Sell |
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|
2013
Q2 | $2.26M | Buy |
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