Lodestone Wealth Management’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 | $351K | Buy |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $323K | Buy |
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|
2024
Q4 | $304K | Buy |
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|
2024
Q3 | $339K | Sell |
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|
2024
Q2 | $583K | Sell |
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|
2024
Q1 | $638K | Sell |
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|
2023
Q4 | $589K | Sell |
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|
2023
Q3 | $562K | Sell |
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|
2023
Q2 | $623K | Sell |
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|
2023
Q1 | $723K | Sell |
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|
2022
Q4 | $765K | Buy |
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