Moody Lynn & Lieberson’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 | $863K | Hold |
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|
2025
Q2 | $836K | Hold |
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|
2025
Q1 | $905K | Sell |
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|
2024
Q4 | $883K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $862K | Buy |
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|
2024
Q1 | $739K | Hold |
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|
2023
Q4 | $683K | Hold |
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|
2023
Q3 | $644K | Hold |
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|
2023
Q2 | $664K | Hold |
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|
2023
Q1 | $648K | Hold |
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|
2022
Q4 | $679K | Hold |
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|
2022
Q3 | $606K | Hold |
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|
2022
Q2 | $642K | Sell |
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|
2022
Q1 | $4.28M | Buy |
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|
2021
Q4 | $778K | Buy |
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|
2021
Q3 | $584K | Hold |
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|
2021
Q2 | $578K | Hold |
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|
2021
Q1 | $536K | Hold |
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|
2020
Q4 | $521K | Sell |
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|
2020
Q3 | $573K | Hold |
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|
2020
Q2 | $543K | Hold |
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|
2020
Q1 | $481 | Hold |
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|
2019
Q4 | $553K | Hold |
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|
2019
Q3 | $489K | Sell |
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|
2019
Q2 | $1.42M | Buy |
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|
2019
Q1 | $498K | Hold |
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|
2018
Q4 | $470K | Hold |
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|
2018
Q3 | $517K | Sell |
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|
2018
Q2 | $525K | Buy |
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|
2018
Q1 | $442K | Hold |
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|
2017
Q4 | $485K | Hold |
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|
2017
Q3 | $444K | Hold |
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|
2017
Q2 | $430K | Hold |
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|
2017
Q1 | $404K | Sell |
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|
2016
Q4 | $423K | Hold |
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|
2016
Q3 | $442K | Hold |
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|
2016
Q2 | $440K | Sell |
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|
2016
Q1 | $456K | Sell |
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|
2015
Q4 | $6.07M | Buy |
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|
2015
Q3 | $466K | Sell |
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|
2015
Q2 | $1.74M | Buy |
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|
2015
Q1 | $602K | Buy |
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|
2014
Q4 | $520K | Sell |
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|
2014
Q3 | $1.39M | Sell |
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|
2014
Q2 | $1.54M | Buy |
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|
2014
Q1 | $376K | Sell |
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|
2013
Q4 | $1.39M | Buy |
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