Plante Moran Financial Advisors’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 | $167K | Hold |
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|
2025
Q2 | $162K | Hold |
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|
2025
Q1 | $176K | Sell |
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|
2024
Q4 | $230K | Sell |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $286K | Buy |
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|
2024
Q1 | $279K | Buy |
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|
2023
Q4 | $204K | Sell |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | $199K | Hold |
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|
2023
Q1 | $194K | Sell |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $191K | Buy |
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|
2022
Q2 | $197K | Sell |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $386K | Sell |
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|
2021
Q3 | $508K | Buy |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $259K | Buy |
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|
2020
Q1 | $187K | Sell |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $229K | Buy |
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|
2019
Q2 | $222K | Buy |
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|
2019
Q1 | $122K | Buy |
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|
2018
Q4 | $49K | Sell |
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|
2018
Q3 | $143K | Buy |
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|
2018
Q2 | $123K | Sell |
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|
2018
Q1 | $124K | Buy |
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|
2017
Q4 | $115K | Hold |
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|
2017
Q3 | $114K | Sell |
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|
2017
Q2 | $154K | Buy |
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|
2017
Q1 | $28K | Hold |
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|
2016
Q4 | $26K | Hold |
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|
2016
Q3 | $27K | Hold |
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|
2016
Q2 | $27K | Hold |
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|
2016
Q1 | $25K | Sell |
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|
2015
Q4 | $32K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $17K | Buy |
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|
2014
Q3 | $14K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $22K | Buy |
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