Keystone Financial Services (Colorado)’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 | – | Sell |
|
|||||
|
2025
Q2 | $211K | Hold |
|
|||||
|
2025
Q1 | $229K | Hold |
|
|||||
|
2024
Q4 | $216K | Hold |
|
|||||
|
2024
Q3 | $241K | Buy |
|
|||||
|
2024
Q2 | $216K | Hold |
|
|||||
|
2024
Q1 | $219K | Hold |
|
|||||
|
2023
Q4 | $202K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $230K | Hold |
|
|||||
|
2023
Q1 | $224K | Hold |
|
|||||
|
2022
Q4 | $231K | Hold |
|
|||||
|
2022
Q3 | $227K | Hold |
|
|||||
|
2022
Q2 | $227K | Sell |
|
|||||
|
2022
Q1 | $233K | Hold |
|
|||||
|
2021
Q4 | $259K | Buy |
|