Oxler Private Wealth’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 | $323K | Sell |
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|
2025
Q2 | $314K | Sell |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $531K | Sell |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $581K | Sell |
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|
2023
Q4 | $620K | Buy |
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|
2023
Q3 | $587K | Sell |
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|
2023
Q2 | $701K | Sell |
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|
2023
Q1 | $704K | Sell |
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|
2022
Q4 | $757K | Buy |
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|
2022
Q3 | $731K | Buy |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $749K | Buy |
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|
2021
Q4 | $768K | Hold |
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|
2021
Q3 | $694K | Buy |
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|
2021
Q2 | $573K | Hold |
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|
2021
Q1 | $531K | Buy |
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|
2020
Q4 | $402K | Buy |
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