Loring Wolcott & Coolidge Fiduciary Advisors’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
$832K Buy
2023
Q4
Sell
2023
Q3
$105K Buy
2018
Q4
Sell
2018
Q3
$224K Hold
2018
Q2
$197K Sell
2018
Q1
$768K Buy
2017
Q4
$569K Hold
2017
Q3
$563K Buy