Granite Bay 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
$578K Sell
2025
Q2
$565K Hold
2025
Q1
$612K Hold
2024
Q4
$577K Buy
2024
Q3
$639K Buy
2024
Q2
$583K Sell
2024
Q1
$1.82M Sell
2023
Q4
$908M Sell
2023
Q3
$962M Buy
2023
Q2
$14.1M Sell
2023
Q1
$14M Sell
2022
Q4
$15.1M Sell
2022
Q3
$14.8M Buy
2022
Q2
$15.6M Buy
2022
Q1
$15.5M Buy
2021
Q4
$10.4M Buy