Orion Portfolio Solutions’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
Q1 | $6.28M | Buy |
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|
2024
Q4 | $5.66M | Sell |
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|
2024
Q3 | $7.19M | Sell |
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|
2024
Q2 | $7.49M | Sell |
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|
2024
Q1 | $9.2M | Buy |
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|
2023
Q4 | $6.94M | Sell |
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|
2023
Q3 | $8.3M | Buy |
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|
2023
Q2 | $8.21M | Buy |
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|
2023
Q1 | $6.82M | Buy |
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|
2022
Q4 | $6.2M | Buy |
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|
2022
Q3 | $5.09M | Buy |
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|
2022
Q2 | $4.68M | Buy |
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|
2022
Q1 | $3.39M | Sell |
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|
2021
Q4 | $3.89M | Buy |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $3.28M | Sell |
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|
2021
Q1 | $3.12M | Sell |
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|
2020
Q4 | $15.7M | Sell |
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|
2020
Q3 | $14.9M | Sell |
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|
2020
Q2 | $15M | Buy |
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|
2020
Q1 | $12.9M | Buy |
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|
2019
Q4 | $12.6M | Buy |
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