Integrated Wealth Concepts’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 | $8.92M | Sell |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $10.7M | Sell |
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|
2024
Q3 | $12.4M | Buy |
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|
2024
Q2 | $10.1M | Sell |
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|
2024
Q1 | $11.1M | Buy |
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|
2023
Q4 | $8.11M | Sell |
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|
2023
Q3 | $8.75M | Buy |
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|
2023
Q2 | $8.64M | Buy |
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|
2023
Q1 | $7.82M | Sell |
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|
2022
Q4 | $37.6M | Sell |
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|
2022
Q3 | $36.2M | Buy |
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|
2022
Q2 | $5.85M | Sell |
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|
2022
Q1 | $12.8M | Sell |
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|
2021
Q4 | $43.2M | Sell |
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|
2021
Q3 | $40.4M | Buy |
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|
2021
Q2 | $2.52M | Buy |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $1.62M | Buy |
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|
2020
Q3 | $964K | Sell |
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|
2020
Q2 | $1.45M | Buy |
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|
2020
Q1 | $653K | Sell |
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|
2019
Q4 | $15.9M | Buy |
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|
2019
Q3 | $850K | Buy |
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|
2019
Q2 | $698K | Buy |
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|
2019
Q1 | $558K | Buy |
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|
2018
Q4 | $264K | Buy |
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|
2018
Q3 | $256K | Buy |
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|
2018
Q2 | $208K | Buy |
|