New England Private 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 | $3.39M | Buy |
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|
2025
Q2 | $3.27M | Sell |
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|
2025
Q1 | $3.74M | Buy |
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|
2024
Q4 | $3.51M | Buy |
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|
2024
Q3 | $3.9M | Buy |
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|
2024
Q2 | $3.55M | Buy |
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|
2024
Q1 | $3.39M | Buy |
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|
2023
Q4 | $2.99M | Sell |
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|
2023
Q3 | $2.88M | Buy |
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|
2023
Q2 | $2.85M | Buy |
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|
2023
Q1 | $2.77M | Buy |
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|
2022
Q4 | $2.5M | Buy |
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|
2022
Q3 | $935K | Buy |
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|
2022
Q2 | $633K | Hold |
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|
2022
Q1 | $633K | Hold |
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|
2021
Q4 | $651K | Hold |
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|
2021
Q3 | $589K | Hold |
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|
2021
Q2 | $582K | Hold |
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|
2021
Q1 | $540K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $466K | Hold |
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|
2020
Q1 | $410K | Hold |
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|
2019
Q4 | $471K | Hold |
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|
2019
Q3 | $417K | Sell |
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|
2019
Q2 | $442K | Sell |
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|
2019
Q1 | $449K | Buy |
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|
2018
Q4 | $400K | Hold |
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|
2018
Q3 | $440K | Hold |
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|
2018
Q2 | $386K | Hold |
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|
2018
Q1 | $376K | Hold |
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|
2017
Q4 | $382K | Sell |
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|
2017
Q3 | $404K | Hold |
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|
2017
Q2 | $392K | Sell |
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|
2017
Q1 | $394K | Hold |
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|
2016
Q4 | $365K | Hold |
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|
2016
Q3 | $382K | Hold |
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|
2016
Q2 | $380K | Sell |
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|
2016
Q1 | $385K | Sell |
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|
2015
Q4 | $460K | Buy |
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|
2015
Q3 | $424K | Sell |
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|
2015
Q2 | $693K | Hold |
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|
2015
Q1 | $670K | Hold |
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|
2014
Q4 | $639K | Buy |
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|
2014
Q3 | $363K | Sell |
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|
2014
Q2 | $433K | Buy |
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|
2014
Q1 | $416K | Buy |
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|
2013
Q4 | $394K | Buy |
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|
2013
Q3 | $359K | Buy |
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