LVM Capital 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 | $1.23M | Buy |
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|
2025
Q2 | $1.14M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $1.02M | Hold |
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|
2024
Q2 | $1.02M | Sell |
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|
2024
Q1 | $1.03M | Buy |
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|
2023
Q4 | $944K | Sell |
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|
2023
Q3 | $962K | Sell |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $1.01M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.65M | Sell |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $1.89M | Buy |
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|
2021
Q3 | $1.6M | Buy |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.33M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $844K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $401K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $442K | Sell |
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|
2014
Q3 | $422K | Hold |
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|
2014
Q2 | $401K | Buy |
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|
2014
Q1 | $383K | Buy |
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|
2013
Q4 | $273K | Hold |
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|
2013
Q3 | $249K | Hold |
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|
2013
Q2 | $235K | Buy |
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