Heritage Wealth Advisors’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 | $890K | Buy |
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|
2025
Q2 | $726K | Hold |
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|
2025
Q1 | $786K | Hold |
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|
2024
Q4 | $741K | Buy |
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|
2024
Q3 | $789K | Hold |
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|
2024
Q2 | $747K | Hold |
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|
2024
Q1 | $757K | Hold |
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|
2023
Q4 | $699K | Hold |
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|
2023
Q3 | $660K | Hold |
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|
2023
Q2 | $680K | Sell |
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|
2023
Q1 | $666K | Buy |
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|
2022
Q4 | $696K | Hold |
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|
2022
Q3 | $621K | Hold |
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|
2022
Q2 | $657K | Hold |
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|
2022
Q1 | $702K | Hold |
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|
2021
Q4 | $722K | Hold |
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|
2021
Q3 | $652K | Hold |
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|
2021
Q2 | $645K | Hold |
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|
2021
Q1 | $598K | Buy |
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|
2020
Q4 | $538K | Hold |
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|
2020
Q3 | $500K | Hold |
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|
2020
Q2 | $475K | Hold |
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|
2020
Q1 | $420K | Hold |
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|
2019
Q4 | $483K | Sell |
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|
2019
Q3 | $568K | Sell |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.29M | Sell |
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|
2018
Q4 | $1.78M | Buy |
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