Larson Financial Group’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 | $1.56M | Buy |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $3.87M | Buy |
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|
2024
Q4 | $2.25M | Sell |
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|
2024
Q3 | $5.04M | Buy |
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|
2024
Q2 | $1.16M | Buy |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $199K | Buy |
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|
2023
Q2 | $181K | Sell |
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|
2023
Q1 | $178K | Buy |
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|
2022
Q4 | $177K | Sell |
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|
2022
Q3 | $162K | Buy |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $23K | Sell |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $24K | Sell |
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|
2021
Q2 | $43K | Sell |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $37K | Buy |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $12K | Buy |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $7K | Buy |
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