Polaris Wealth Advisory Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $6.21M | Sell |
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|
2022
Q4 | $6.69M | Sell |
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|
2022
Q3 | $6.22M | Sell |
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|
2022
Q2 | $6.64M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $8.05M | Sell |
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|
2020
Q4 | $8.73M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $12M | Sell |
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|
2020
Q1 | $11M | Sell |
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|
2019
Q4 | $14.2M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.09M | Buy |
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|
2018
Q3 | $1.2M | Buy |
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|
2018
Q2 | $999K | Hold |
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|
2018
Q1 | $999K | Buy |
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|
2017
Q4 | $873K | Buy |
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|
2017
Q3 | $841K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $12.9M | Sell |
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|
2015
Q1 | $13.9M | Sell |
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|
2014
Q4 | $14.1M | Sell |
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|
2014
Q3 | $13.8M | Sell |
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|
2014
Q2 | $13.3M | Sell |
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|
2014
Q1 | $13M | Buy |
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|
2013
Q4 | $12.2M | Buy |
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|
2013
Q3 | $10.9M | Buy |
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|
2013
Q2 | $10.1M | Buy |
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