L.J. Altfest & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $246K | Sell |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $341K | Sell |
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|
2024
Q4 | $1.63M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $938K | Sell |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $795K | Sell |
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|
2023
Q3 | $823K | Buy |
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|
2023
Q2 | $806K | Sell |
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|
2023
Q1 | $803K | Sell |
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|
2022
Q4 | $1.11M | Sell |
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|
2022
Q3 | $1.35M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.32M | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q3 | $598K | Sell |
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|
2021
Q2 | $630K | Buy |
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|
2021
Q1 | $547K | Buy |
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|
2020
Q4 | $424K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $287K | Sell |
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|
2018
Q2 | $253K | Sell |
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|
2018
Q1 | $285K | Sell |
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|
2017
Q4 | $324K | Sell |
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|
2017
Q3 | $2.51M | Sell |
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|
2017
Q2 | $3.1M | Buy |
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|
2017
Q1 | $2.75M | Buy |
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