Intellectus 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 | $797K | Buy |
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|
2025
Q1 | $645K | Sell |
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|
2024
Q4 | $656K | Buy |
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|
2024
Q3 | $727K | Sell |
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | $710K | Buy |
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|
2023
Q4 | $621K | Buy |
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|
2023
Q3 | $585K | Buy |
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|
2023
Q2 | $603K | Buy |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $566K | Sell |
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|
2022
Q2 | $644K | Sell |
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|
2022
Q1 | $708K | Sell |
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|
2021
Q4 | $752K | Sell |
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|
2021
Q3 | $713K | Sell |
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|
2021
Q2 | $726K | Sell |
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|
2021
Q1 | $796K | Sell |
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|
2020
Q4 | $839K | Sell |
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|
2020
Q3 | $865K | Sell |
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|
2020
Q2 | $2.41M | Buy |
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|
2020
Q1 | $2.12M | Buy |
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|
2019
Q4 | $2.21M | Sell |
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|
2019
Q3 | $1.95M | Sell |
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|
2019
Q2 | $2.01M | Buy |
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|
2019
Q1 | $1.98M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.82M | Buy |
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|
2018
Q2 | $1.34M | Buy |
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|
2018
Q1 | $1.13M | Buy |
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|
2017
Q4 | $623K | Buy |
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|
2017
Q3 | $324K | Buy |
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|
2017
Q2 | $247K | Buy |
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