Palumbo Wealth 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
Q2 | $2.63M | Sell |
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|
2025
Q1 | $2.88M | Sell |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.45M | Buy |
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|
2024
Q1 | $1.47M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.28M | Buy |
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|
2022
Q4 | $392K | Buy |
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|
2022
Q3 | $348K | Buy |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $391K | Sell |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $435K | Sell |
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|
2021
Q2 | $442K | Sell |
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|
2021
Q1 | $449K | Sell |
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|
2020
Q4 | $454K | Buy |
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