Principle Wealth Partners’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 | $2.84M | Buy |
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|
2025
Q2 | $2.55M | Sell |
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|
2025
Q1 | $2.8M | Sell |
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|
2024
Q4 | $2.75M | Sell |
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|
2024
Q3 | $3.23M | Buy |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $3.16M | Sell |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $2.76M | Buy |
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|
2023
Q2 | $2.84M | Sell |
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|
2023
Q1 | $2.81M | Buy |
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|
2022
Q4 | $2.79M | Hold |
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|
2022
Q3 | $2.48K | Hold |
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|
2022
Q2 | $2.63M | Buy |
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|
2022
Q1 | $2.79M | Sell |
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|
2021
Q4 | $3.02M | Sell |
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|
2021
Q3 | $2.82M | Buy |
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|
2021
Q2 | $2.78M | Buy |
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|
2021
Q1 | $2.56M | Sell |
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|
2020
Q4 | $2.65M | Buy |
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|
2020
Q3 | $487K | Buy |
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|
2020
Q2 | $456K | Buy |
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|
2020
Q1 | $399K | Buy |
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|
2019
Q4 | $399K | Hold |
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|
2019
Q3 | $353K | Buy |
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|
2019
Q2 | $205K | Hold |
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|
2019
Q1 | $203K | Buy |
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