IAG Wealth Partners’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
Q2 | $55.9K | Sell |
|
|||||
|
2025
Q1 | $73K | Sell |
|
|||||
|
2024
Q4 | $76.8K | Buy |
|
|||||
|
2024
Q3 | $46.2K | Hold |
|
|||||
|
2024
Q2 | $43.7K | Sell |
|
|||||
|
2024
Q1 | $47.3K | Hold |
|
|||||
|
2023
Q4 | $43.6K | Buy |
|
|||||
|
2023
Q3 | $27.7K | Hold |
|
|||||
|
2023
Q2 | $28.5K | Hold |
|
|||||
|
2023
Q1 | $27.8K | Hold |
|
|||||
|
2022
Q4 | $29.2K | Hold |
|
|||||
|
2022
Q3 | $26K | Hold |
|
|||||
|
2022
Q2 | $28K | Sell |
|
|||||
|
2022
Q1 | $55K | Hold |
|
|||||
|
2021
Q4 | $57K | Hold |
|
|||||
|
2021
Q3 | $52K | Hold |
|
|||||
|
2021
Q2 | $51K | Buy |
|
|||||
|
2021
Q1 | $37K | Hold |
|
|||||
|
2020
Q4 | $36K | Buy |
|
|||||
|
2020
Q3 | $28K | Buy |
|
|||||
|
2020
Q2 | $22K | Hold |
|
|||||
|
2020
Q1 | $20K | Hold |
|
|||||
|
2019
Q4 | $22K | Buy |
|