Laurel Wealth Advisors (California)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $2.4M | Sell |
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|
2022
Q3 | $2.28M | Sell |
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|
2022
Q2 | $2.5M | Buy |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $1.02M | Sell |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $1.02M | Buy |
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|
2020
Q4 | $963K | Buy |
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|
2020
Q3 | $876K | Buy |
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|
2020
Q2 | $808K | Buy |
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|
2020
Q1 | $687K | Buy |
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|
2019
Q4 | $729K | Sell |
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|
2019
Q3 | $704K | Buy |
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|
2019
Q2 | $657K | Buy |
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|
2019
Q1 | $522K | Buy |
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|
2018
Q4 | $466K | Hold |
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|
2018
Q3 | $512K | Sell |
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|
2018
Q2 | $461K | Buy |
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|
2018
Q1 | $431K | Hold |
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|
2017
Q4 | $437K | Buy |
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|
2017
Q3 | $394K | Hold |
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|
2017
Q2 | $382K | Sell |
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|
2017
Q1 | $365K | Buy |
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|
2016
Q4 | $206K | Sell |
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|
2016
Q3 | $231K | Hold |
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|
2016
Q2 | $230K | Sell |
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|
2016
Q1 | $256K | Sell |
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|
2015
Q4 | $276K | Buy |
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