Horizon Family Wealth’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 | $516K | Buy |
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|
2025
Q2 | $498K | Sell |
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|
2025
Q1 | $571K | Sell |
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|
2024
Q4 | $620K | Sell |
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|
2024
Q3 | $739K | Sell |
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|
2024
Q2 | $761K | Buy |
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|
2024
Q1 | $769K | Sell |
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|
2023
Q4 | $942K | Sell |
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|
2023
Q3 | $1.42M | Sell |
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|
2023
Q2 | $2M | Buy |
|
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $2.44M | Sell |
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|
2022
Q1 | $2.64M | Sell |
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|
2021
Q4 | $3.29M | Buy |
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