HBK Sorce Advisory’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 | $514K | Sell |
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|
2025
Q2 | $514K | Buy |
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|
2025
Q1 | $552K | Buy |
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|
2024
Q4 | $512K | Buy |
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|
2024
Q3 | $548K | Sell |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $446K | Buy |
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|
2023
Q2 | $452K | Sell |
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|
2023
Q1 | $462K | Sell |
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|
2022
Q4 | $953K | Buy |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $242K | Sell |
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|
2022
Q1 | $491K | Sell |
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|
2021
Q4 | $525K | Sell |
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|
2021
Q3 | $512K | Buy |
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|
2021
Q2 | $506K | Sell |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q4 | $422K | Buy |
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|
2020
Q3 | $388K | Sell |
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|
2020
Q2 | $514K | Buy |
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|
2020
Q1 | $430K | Buy |
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