J.W. Burns & Co’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 | $397K | Sell |
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|
2025
Q2 | $388K | Sell |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $495K | Sell |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $551K | Buy |
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|
2024
Q1 | $530K | Buy |
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|
2023
Q4 | $377K | Buy |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $316K | Sell |
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|
2022
Q1 | $347K | Sell |
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|
2021
Q4 | $373K | Sell |
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|
2021
Q3 | $338K | Hold |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $301K | Buy |
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|
2020
Q3 | $279K | Sell |
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|
2020
Q2 | $273K | Buy |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $276K | Buy |
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|
2019
Q3 | $234K | Buy |
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|
2019
Q2 | $238K | Buy |
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|
2019
Q1 | $212K | Buy |
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