Joseph P. Lucia & Associates’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 | $2.55M | Sell |
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|
2025
Q2 | $2.56M | Sell |
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|
2025
Q1 | $3.06M | Sell |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $3.29M | Buy |
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|
2024
Q2 | $3.09M | Buy |
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|
2024
Q1 | $2.94M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.07M | Buy |
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|
2023
Q2 | $801K | Buy |
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|
2023
Q1 | $608K | Sell |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $595K | Buy |
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|
2022
Q2 | $606K | Sell |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $685K | Hold |
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|
2021
Q3 | $619K | Buy |
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|
2021
Q2 | $608K | Hold |
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|
2021
Q1 | $563K | Buy |
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|
2020
Q4 | $518K | Buy |
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|
2020
Q3 | $455K | Sell |
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|
2020
Q2 | $435K | Sell |
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|
2020
Q1 | $411K | Sell |
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|
2019
Q4 | $480K | Buy |
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|
2019
Q3 | $414K | Buy |
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|
2019
Q2 | $423K | Sell |
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|
2019
Q1 | $590 | Buy |
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