Icon Wealth Partners’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $351K | Hold |
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|
2023
Q1 | $343K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $329K | Hold |
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|
2021
Q4 | $338K | Sell |
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|
2021
Q3 | $316K | Sell |
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|
2021
Q2 | $335K | Hold |
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|
2021
Q1 | $310K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $8K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $484K | Buy |
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|
2018
Q2 | $7K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7K | Buy |
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