HB 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 | $4.12M | Buy |
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|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $3.42M | Buy |
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|
2024
Q4 | $2.74M | Sell |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.91M | Buy |
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|
2024
Q1 | $2.24M | Sell |
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|
2023
Q4 | $2.16M | Sell |
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $2.32M | Sell |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $1.98M | Buy |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.64M | Sell |
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|
2021
Q4 | $1.7M | Buy |
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