MYIA
Mount Yale Investment Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Sell |
23,562
-1,626
| -6% | -$219K | 0.25% | 80 |
|
|
2025
Q1 | $3.68M | Sell |
25,188
-2,257
| -8% | -$330K | 0.32% | 62 |
|
|
2024
Q4 | $3.78M | Sell |
27,445
-4,713
| -15% | -$648K | 0.3% | 64 |
|
|
2024
Q3 | $4.95M | Sell |
32,158
-2,018
| -6% | -$311K | 0.48% | 44 |
|
|
2024
Q2 | $4.98M | Buy |
34,176
+46
| +0.1% | +$6.7K | 0.39% | 49 |
|
|
2024
Q1 | $5.04M | Buy |
34,130
+1,394
| +4% | +$206K | 0.39% | 57 |
|
|
2023
Q4 | $4.46M | Sell |
32,736
-3,378
| -9% | -$461K | 0.42% | 51 |
|
|
2023
Q3 | $4.65M | Sell |
36,114
-3,242
| -8% | -$417K | 0.51% | 40 |
|
|
2023
Q2 | $5.22M | Buy |
39,356
+2,380
| +6% | +$316K | 0.55% | 38 |
|
|
2023
Q1 | $4.79M | Buy |
36,976
+3,390
| +10% | +$439K | 0.54% | 38 |
|
|
2022
Q4 | $4.56M | Buy |
33,586
+2,409
| +8% | +$327K | 0.52% | 49 |
|
|
2022
Q3 | $3.78M | Buy |
31,177
+4,330
| +16% | +$524K | 0.5% | 44 |
|
|
2022
Q2 | $3.44M | Buy |
26,847
+1,156
| +4% | +$148K | 0.43% | 55 |
|
|
2022
Q1 | $3.52M | Buy |
25,691
+7,874
| +44% | +$1.08M | 0.38% | 58 |
|
|
2021
Q4 | $2.51M | Buy |
17,817
+1,082
| +6% | +$152K | 0.26% | 89 |
|
|
2021
Q3 | $2.13M | Buy |
16,735
+2,141
| +15% | +$273K | 0.25% | 99 |
|
|
2021
Q2 | $1.84M | Buy |
14,594
+144
| +1% | +$18.1K | 0.22% | 98 |
|
|
2021
Q1 | $1.69M | Sell |
14,450
-3,851
| -21% | -$450K | 0.22% | 96 |
|
|
2020
Q4 | $2.08M | Buy |
18,301
+1,209
| +7% | +$137K | 0.29% | 84 |
|
|
2020
Q3 | $1.8M | Sell |
17,092
-194
| -1% | -$20.5K | 0.26% | 87 |
|
|
2020
Q2 | $1.73M | Sell |
17,286
-743
| -4% | -$74.4K | 0.31% | 80 |
|
|
2020
Q1 | $1.6M | Sell |
18,029
-2,636
| -13% | -$233K | 0.36% | 67 |
|
|
2019
Q4 | $2.05M | Sell |
20,665
-549
| -3% | -$54.4K | 0.36% | 69 |
|
|
2019
Q3 | $2.02M | Buy |
21,214
+112
| +0.5% | +$10.7K | 0.36% | 69 |
|
|
2019
Q2 | $1.9M | Sell |
21,102
-783
| -4% | -$70.5K | 0.35% | 67 |
|
|
2019
Q1 | $2.01M | Buy |
21,885
+348
| +2% | +$31.9K | 0.38% | 65 |
|
|
2018
Q4 | $1.94M | Buy |
21,537
+702
| +3% | +$63.1K | 0.39% | 64 |
|
|
2018
Q3 | $1.94M | Buy |
20,835
+1,034
| +5% | +$96.3K | 0.34% | 68 |
|
|
2018
Q2 | $1.65M | Buy |
19,801
+1,176
| +6% | +$98.2K | 0.31% | 80 |
|
|
2018
Q1 | $1.52M | Buy |
+18,625
| New | +$1.52M | 0.33% | 80 |
|