PBMares 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 | – | Sell |
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|
2025
Q1 | $298K | Sell |
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|
2024
Q4 | $299K | Hold |
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|
2024
Q3 | $335K | Hold |
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|
2024
Q2 | $317K | Hold |
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|
2024
Q1 | $321K | Buy |
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|
2023
Q4 | $269K | Sell |
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|
2023
Q3 | $271K | Sell |
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|
2023
Q2 | $283K | Buy |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $287K | Buy |
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