Kovitz Investment Group Partners’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 | $1.65M | Sell |
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|
2025
Q2 | $1.69M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $666K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $795K | Sell |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $875K | Hold |
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|
2021
Q1 | $811K | Sell |
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|
2020
Q4 | $795K | Hold |
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|
2020
Q3 | $739K | Hold |
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|
2020
Q2 | $701K | Sell |
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|
2020
Q1 | $622K | Buy |
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|
2019
Q4 | $714K | Buy |
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|
2019
Q3 | $626K | Buy |
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