Golden State Wealth 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 | $1.02M | Sell |
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|
2025
Q2 | $1M | Sell |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2022
Q1 | $902K | Buy |
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|
2021
Q4 | $877K | Buy |
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|
2021
Q3 | $515K | Sell |
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|
2021
Q2 | $537K | Buy |
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|
2021
Q1 | $468K | Sell |
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|
2020
Q4 | $669K | Buy |
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|
2020
Q3 | $603K | Buy |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $573K | Sell |
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|
2019
Q2 | $595K | Sell |
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|
2019
Q1 | $723K | Buy |
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