Marks Group 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 | $468K | Hold |
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|
2025
Q2 | $453K | Sell |
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|
2025
Q1 | $578K | Sell |
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|
2024
Q4 | $555K | Hold |
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|
2024
Q3 | $621K | Hold |
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|
2024
Q2 | $588K | Sell |
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|
2024
Q1 | $755K | Buy |
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|
2023
Q4 | $662K | Buy |
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $513K | Buy |
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|
2023
Q1 | $498K | Buy |
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|
2022
Q4 | $521K | Buy |
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