Laurel Wealth Advisors (North Carolina)’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 | $825K | Sell |
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|
2025
Q2 | $5.93M | Buy |
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|
2025
Q1 | $862K | Sell |
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|
2024
Q4 | $819K | Sell |
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|
2024
Q3 | $924K | Hold |
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|
2024
Q2 | $875K | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $407K | Hold |
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|
2023
Q2 | $420K | Sell |
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|
2023
Q1 | $442K | Buy |
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|
2022
Q4 | $455K | Buy |
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|
2022
Q3 | $372K | Buy |
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|
2022
Q2 | $383K | Hold |
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|
2022
Q1 | $410K | Hold |
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|
2021
Q4 | $421K | Hold |
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|
2021
Q3 | $381K | Sell |
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|
2021
Q2 | $385K | Buy |
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|
2021
Q1 | $131K | Sell |
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|
2020
Q4 | $135K | Buy |
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|
2020
Q3 | $86K | Sell |
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|
2020
Q2 | $84K | Buy |
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|
2020
Q1 | $73K | Hold |
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|
2019
Q4 | $84K | Sell |
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|
2019
Q3 | $89K | Buy |
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|
2019
Q2 | $90K | Buy |
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|
2019
Q1 | $43K | Hold |
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|
2018
Q4 | $41K | Buy |
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