Kestra Private Wealth Services’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 | $3.94M | Sell |
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|
2025
Q2 | $4.04M | Sell |
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|
2025
Q1 | $5.13M | Sell |
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|
2024
Q4 | $5.03M | Buy |
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|
2024
Q3 | $5.59M | Buy |
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|
2024
Q2 | $5.15M | Buy |
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|
2024
Q1 | $5.22M | Buy |
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|
2023
Q4 | $3.73M | Sell |
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|
2023
Q3 | $3.81M | Sell |
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|
2023
Q2 | $4M | Buy |
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|
2023
Q1 | $3.73M | Buy |
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|
2022
Q4 | $3.35M | Buy |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q2 | $1.8M | Buy |
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|
2022
Q1 | $1.53M | Sell |
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|
2021
Q4 | $1.69M | Buy |
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|
2021
Q3 | $1.36M | Buy |
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|
2021
Q2 | $1.25M | Sell |
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|
2021
Q1 | $1.18M | Buy |
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|
2020
Q4 | $904K | Buy |
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|
2020
Q3 | $749K | Buy |
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