Guyasuta Investment Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $240K | Hold |
1,782
| – | – | 0.01% | 237 |
|
|
2025
Q1 | $260K | Hold |
1,782
| – | – | 0.02% | 217 |
|
|
2024
Q4 | $245K | Sell |
1,782
-42
| -2% | -$5.78K | 0.02% | 242 |
|
|
2024
Q3 | $281K | Buy |
1,824
+42
| +2% | +$6.47K | 0.02% | 225 |
|
|
2024
Q2 | $243K | Hold |
1,782
| – | – | 0.02% | 222 |
|
|
2024
Q1 | $243K | Hold |
1,782
| – | – | 0.02% | 223 |
|
|
2023
Q4 | $243K | Buy |
1,782
+42
| +2% | +$5.73K | 0.02% | 223 |
|
|
2023
Q3 | $224K | Hold |
1,740
| – | – | 0.02% | 221 |
|
|
2023
Q2 | $231K | Sell |
1,740
-110
| -6% | -$14.6K | 0.02% | 225 |
|
|
2023
Q1 | $240K | Sell |
1,850
-2,250
| -55% | -$291K | 0.02% | 227 |
|
|
2022
Q4 | $557K | Buy |
4,100
+2,180
| +114% | +$296K | 0.04% | 131 |
|
|
2022
Q3 | $233K | Buy |
1,920
+180
| +10% | +$21.8K | 0.02% | 198 |
|
|
2022
Q2 | $223K | Hold |
1,740
| – | – | 0.02% | 244 |
|
|
2022
Q1 | $238K | Hold |
1,740
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $245K | Buy |
+1,740
| New | +$245K | 0.02% | 250 |
|