LMCG Investments’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
$1.74M Sell
2025
Q2
$1.83M Buy
2025
Q1
$1.79M Buy
2024
Q4
$1.67M Buy
2024
Q3
$1.58M Buy
2024
Q2
$1.46M Sell
2024
Q1
$1.51M Buy
2023
Q4
$1.38M Buy
2023
Q3
$1.29M Sell
2023
Q2
$1.34M Buy
2023
Q1
$435K Buy
2022
Q4
$455K Buy
2022
Q3
$386K Buy