Kozak & 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 | $71.7K | Sell |
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|
2025
Q2 | $16.7M | Buy |
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|
2025
Q1 | $15.1M | Buy |
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|
2024
Q4 | $14.7M | Buy |
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|
2024
Q3 | $13.1M | Buy |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $10.6M | Buy |
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|
2023
Q4 | $9.43M | Buy |
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|
2023
Q3 | $6.21M | Buy |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.3M | Buy |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $137K | Buy |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $33K | Buy |
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|
2021
Q3 | $33K | Buy |
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