Measured Wealth Private Client Group’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 | $17M | Buy |
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|
2025
Q2 | $15.8M | Buy |
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|
2025
Q1 | $16.6M | Buy |
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|
2024
Q4 | $13.3M | Buy |
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|
2024
Q3 | $13.7M | Buy |
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|
2024
Q2 | $12M | Buy |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.4M | Sell |
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|
2023
Q3 | $9.83M | Buy |
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|
2023
Q2 | $9.82M | Buy |
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|
2023
Q1 | $6.84M | Sell |
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|
2022
Q4 | $7.2M | Sell |
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|
2022
Q3 | $6.92M | Buy |
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|
2022
Q2 | $3.46M | Buy |
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|
2022
Q1 | $1.33M | Sell |
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|
2021
Q4 | $1.49M | Sell |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.4M | Sell |
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|
2021
Q1 | $1.33M | Sell |
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|
2020
Q4 | $1.52M | Sell |
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|
2020
Q3 | $1.59M | Sell |
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|
2020
Q2 | $1.61M | Sell |
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|
2020
Q1 | $1.53M | Sell |
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|
2019
Q4 | $1.91M | Sell |
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|
2019
Q3 | $4.81M | Buy |
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|
2019
Q2 | $4.65M | Buy |
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|
2019
Q1 | $4.04M | Buy |
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|
2018
Q4 | $3.48M | Buy |
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|
2018
Q3 | $3.52M | Buy |
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|
2018
Q2 | $2.91M | Buy |
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|
2017
Q3 | $2.29M | Buy |
|