Moneta Group Investment 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 | $1.19M | Sell |
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|
2025
Q2 | $1.37M | Sell |
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|
2025
Q1 | $1.53M | Sell |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.51M | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.32M | Buy |
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|
2023
Q4 | $1.18M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $1.11M | Sell |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $972K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.03M | Sell |
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|
2021
Q3 | $936K | Buy |
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|
2021
Q2 | $832K | Sell |
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|
2021
Q1 | $772K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $127K | Sell |
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|
2018
Q2 | $171K | Buy |
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