Prio Wealth Limited Partnership’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
2024
Q3
$226K Hold
2024
Q2
$214K Buy
2024
Q1
$216K Buy
2023
Q3
Sell
2023
Q2
$201K Buy
2023
Q1
Sell
2022
Q4
$286K Hold
2022
Q3
$255K Sell
2022
Q2
$292K Sell
2022
Q1
$331K Buy
2021
Q4
$297K Hold
2021
Q3
$268K Hold
2021
Q2
$265K Hold
2021
Q1
$246K Buy