Optimum Investment 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 | $72.5K | Hold |
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|
2025
Q2 | $70.2K | Hold |
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|
2025
Q1 | $76.1K | Hold |
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|
2024
Q4 | $71.7K | Hold |
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|
2024
Q3 | $80.2K | Hold |
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|
2024
Q2 | $75.9K | Hold |
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|
2024
Q1 | $77K | Hold |
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|
2023
Q4 | $71.1K | Hold |
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|
2023
Q3 | $67.1K | Hold |
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|
2023
Q2 | $69.2K | Hold |
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|
2023
Q1 | $67.4K | Hold |
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|
2022
Q4 | $70.8K | Sell |
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|
2022
Q3 | $99K | Hold |
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|
2022
Q2 | $105K | Hold |
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|
2022
Q1 | $112K | Sell |
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|
2021
Q4 | $157K | Sell |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $520K | Hold |
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|
2021
Q1 | $482K | Sell |
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|
2020
Q4 | $547K | Sell |
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|
2020
Q3 | $557K | Buy |
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|
2020
Q2 | $461K | Buy |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $469K | Hold |
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|
2019
Q3 | $415K | Sell |
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|
2019
Q2 | $473K | Hold |
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|
2019
Q1 | $468K | Sell |
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|
2018
Q4 | $478K | Hold |
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|
2018
Q3 | $526K | Sell |
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|
2018
Q2 | $488K | Sell |
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|
2018
Q1 | $500K | Hold |
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|
2017
Q4 | $508K | Hold |
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|
2017
Q3 | $502K | Sell |
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|
2017
Q2 | $507K | Sell |
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|
2017
Q1 | $483K | Sell |
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|
2016
Q4 | $487K | Sell |
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|
2016
Q3 | $605K | Hold |
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|
2016
Q2 | $602K | Hold |
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|
2016
Q1 | $569K | Hold |
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|
2015
Q4 | $604K | Sell |
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|
2015
Q3 | $589K | Buy |
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|
2015
Q1 | $660K | Sell |
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|
2014
Q4 | $642K | Buy |
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|
2014
Q3 | $301K | Hold |
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|
2014
Q2 | $283K | Sell |
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|
2014
Q1 | $279K | Sell |
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|
2013
Q4 | $286K | Buy |
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|
2013
Q3 | $245K | Buy |
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