JNBA Financial 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
Q3 | $230K | Hold |
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|
2025
Q2 | $223K | Buy |
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|
2025
Q1 | $226K | Sell |
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|
2024
Q4 | $220K | Hold |
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|
2024
Q3 | $246K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $253K | Sell |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $258K | Hold |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $212K | Hold |
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|
2022
Q1 | $227K | Hold |
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|
2021
Q4 | $233K | Hold |
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|
2021
Q3 | $211K | Buy |
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|
2021
Q2 | $192K | Buy |
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|
2021
Q1 | $155K | Hold |
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|
2020
Q4 | $151K | Hold |
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|
2020
Q3 | $140K | Hold |
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|
2020
Q2 | $133K | Hold |
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|
2020
Q1 | $118K | Hold |
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|
2019
Q4 | $136K | Hold |
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|
2019
Q3 | $120K | Hold |
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|
2019
Q2 | $123K | Hold |
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|
2019
Q1 | $122K | Hold |
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|
2018
Q4 | $115K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $111K | Hold |
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|
2018
Q1 | $108K | Hold |
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|
2017
Q4 | $110K | Hold |
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|
2017
Q3 | $109K | Hold |
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|
2017
Q2 | $106K | Hold |
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|
2017
Q1 | $99K | Sell |
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|
2016
Q4 | $99K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $103K | Sell |
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|
2016
Q1 | $131K | Hold |
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|
2015
Q4 | $139K | Hold |
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|
2015
Q3 | $128K | Buy |
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|
2015
Q2 | $97K | Hold |
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|
2015
Q1 | $94K | Sell |
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|
2014
Q4 | $106K | Buy |
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|
2014
Q3 | $93K | Hold |
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|
2014
Q2 | $88K | Buy |
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|
2014
Q1 | $56K | Buy |
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|
2013
Q4 | $42K | Hold |
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|
2013
Q3 | $38K | Hold |
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|
2013
Q2 | $36K | Buy |
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