Modera Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Sell |
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|
2025
Q2 | $465K | Sell |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $487K | Buy |
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|
2024
Q2 | $398K | Sell |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $385K | Sell |
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|
2023
Q3 | $472K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $236K | Sell |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $412K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $256K | Buy |
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|
2021
Q2 | $211K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $226K | Buy |
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