Novare Capital Management’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 | $507K | Buy |
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|
2025
Q2 | $302K | Hold |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $278K | Sell |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $295K | Sell |
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|
2024
Q1 | $334K | Sell |
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|
2023
Q4 | $434K | Buy |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $561K | Sell |
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|
2023
Q1 | $549K | Sell |
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|
2022
Q4 | $650K | Buy |
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|
2022
Q3 | $368K | Buy |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $214K | Sell |
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|
2021
Q4 | $360K | Buy |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $225K | Sell |
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|
2021
Q1 | $210K | Buy |
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