Legacy Financial Strategies’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 | $1.1M | Sell |
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|
2025
Q2 | $1.36M | Sell |
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|
2025
Q1 | $1.55M | Sell |
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|
2024
Q4 | $1.59M | Sell |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $11.9M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $9.97M | Buy |
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|
2023
Q2 | $9.33M | Buy |
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|
2023
Q1 | $8.79M | Buy |
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|
2022
Q4 | $8.88M | Buy |
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|
2022
Q3 | $6.99M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $405K | Buy |
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|
2017
Q4 | $376K | Buy |
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