Lake Street Private Wealth’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 | $647K | Sell |
|
|||||
|
2025
Q2 | $630K | Sell |
|
|||||
|
2025
Q1 | $683K | Sell |
|
|||||
|
2024
Q4 | $645K | Sell |
|
|||||
|
2024
Q3 | $1.13M | Sell |
|
|||||
|
2024
Q2 | $1.29M | Sell |
|
|||||
|
2024
Q1 | $1.77M | Sell |
|
|||||
|
2023
Q4 | $1.69M | Sell |
|
|||||
|
2023
Q3 | $1.95M | Sell |
|
|||||
|
2023
Q2 | $2.01M | Sell |
|
|||||
|
2023
Q1 | $2M | Buy |
|
|||||
|
2022
Q4 | $2.07M | Sell |
|
|||||
|
2022
Q3 | $2.35M | Buy |
|
|||||
|
2022
Q2 | $1.85M | Buy |
|
|||||
|
2022
Q1 | $1.4M | Buy |
|
|||||
|
2021
Q4 | $1.02M | Buy |
|
|||||
|
2021
Q3 | $645K | Buy |
|
|||||
|
2021
Q2 | $618K | Sell |
|
|||||
|
2021
Q1 | $598K | Buy |
|
|||||
|
2020
Q4 | $570K | Buy |
|