J.W. Cole Advisors’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 | $12.5M | Buy |
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|
2025
Q1 | $11.8M | Sell |
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|
2024
Q4 | $11.8M | Sell |
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|
2024
Q3 | $13.5M | Buy |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $11.9M | Sell |
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|
2023
Q4 | $11.1M | Buy |
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|
2023
Q3 | $9.97M | Buy |
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|
2023
Q2 | $10.1M | Buy |
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|
2023
Q1 | $9.32M | Sell |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $9.58M | Buy |
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|
2022
Q2 | $9.91M | Sell |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $8.57M | Buy |
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|
2021
Q1 | $7.85M | Sell |
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|
2020
Q4 | $7.76M | Buy |
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|
2020
Q3 | $2.88M | Sell |
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|
2020
Q2 | $6.2M | Buy |
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|
2020
Q1 | $245K | Sell |
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|
2019
Q4 | $4.7M | Buy |
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