Navis Wealth 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 | $771K | Buy |
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|
2025
Q2 | $743K | Buy |
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|
2025
Q1 | $801K | Buy |
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|
2024
Q4 | $752K | Buy |
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|
2024
Q3 | $838K | Buy |
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|
2024
Q2 | $790K | Buy |
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|
2024
Q1 | $798K | Buy |
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|
2023
Q4 | $734K | Buy |
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|
2023
Q3 | $690K | Buy |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $719K | Buy |
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|
2022
Q3 | $638K | Buy |
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|
2022
Q2 | $673K | Buy |
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|
2022
Q1 | $716K | Buy |
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|
2021
Q4 | $734K | Buy |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $652K | Buy |
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|
2021
Q1 | $602K | Buy |
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|
2020
Q4 | $487K | Buy |
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