Great Valley Advisor Group’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 | $2.1M | Sell |
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|
2025
Q2 | $2.41M | Buy |
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|
2025
Q1 | $2.24M | Sell |
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|
2024
Q4 | $2.11M | Sell |
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|
2024
Q3 | $4.99M | Sell |
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|
2024
Q2 | $4.95M | Buy |
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|
2024
Q1 | $5M | Buy |
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|
2023
Q4 | $4.27M | Sell |
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|
2023
Q3 | $4.53M | Sell |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $4.02M | Sell |
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|
2022
Q4 | $16.3M | Buy |
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|
2022
Q3 | $8.77M | Sell |
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|
2022
Q2 | $13.2M | Buy |
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|
2022
Q1 | $5.46M | Buy |
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|
2021
Q4 | $4.74M | Buy |
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|
2021
Q3 | $4.48M | Buy |
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|
2021
Q2 | $4.07M | Buy |
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|
2021
Q1 | $3.72M | Sell |
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|
2020
Q4 | $4.3M | Sell |
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|
2020
Q3 | $4.09M | Sell |
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|
2020
Q2 | $4M | Buy |
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|
2020
Q1 | $3.42M | Buy |
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|
2019
Q4 | $3.2M | Buy |
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|
2019
Q3 | $2.7M | Sell |
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|
2019
Q2 | $3M | Buy |
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|
2019
Q1 | $656K | Sell |
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|
2018
Q4 | $764K | Buy |
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