Peak Financial 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
Q3 | $488K | Sell |
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|
2025
Q2 | $551K | Sell |
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|
2025
Q1 | $683K | Buy |
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|
2024
Q4 | $477K | Sell |
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|
2024
Q3 | $542K | Sell |
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|
2024
Q2 | $559K | Hold |
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|
2024
Q1 | $567K | Sell |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $439K | Sell |
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|
2023
Q2 | $458K | Hold |
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|
2023
Q1 | $447K | Hold |
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|
2022
Q4 | $469K | Hold |
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|
2022
Q3 | $418K | Hold |
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|
2022
Q2 | $443K | Buy |
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|
2022
Q1 | $464K | Hold |
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|
2021
Q4 | $477K | Sell |
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|
2021
Q3 | $447K | Buy |
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|
2021
Q2 | $436K | Hold |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $440K | Buy |
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|
2020
Q3 | $367K | Hold |
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|
2020
Q2 | $348K | Sell |
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|
2020
Q1 | $403K | Sell |
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|
2019
Q4 | $637K | Hold |
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|
2019
Q3 | $563K | Hold |
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|
2019
Q2 | $579K | Sell |
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|
2019
Q1 | $575K | Hold |
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|
2018
Q4 | $542K | Hold |
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|
2018
Q3 | $596K | Hold |
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|
2018
Q2 | $523K | Hold |
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|
2018
Q1 | $510K | Hold |
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|
2017
Q4 | $518K | Hold |
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|
2017
Q3 | $512K | Buy |
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|
2017
Q2 | $485K | Hold |
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|
2017
Q1 | $455K | Hold |
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|
2016
Q4 | $422K | Buy |
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