Private Wealth Advisors (California)’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
Q2 | $3.49M | Sell |
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|
2025
Q1 | $10.8M | Sell |
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|
2024
Q4 | $11.1M | Sell |
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|
2024
Q3 | $12.7M | Sell |
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|
2024
Q2 | $14.6M | Buy |
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|
2024
Q1 | $12.1M | Sell |
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|
2023
Q4 | $11.7M | Sell |
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|
2023
Q3 | $12.5M | Sell |
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|
2023
Q2 | $13M | Buy |
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|
2023
Q1 | $12.6M | Buy |
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|
2022
Q4 | $8.62M | Sell |
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|
2022
Q3 | $7.86M | Buy |
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|
2022
Q2 | $8.53M | Buy |
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|
2022
Q1 | $6.57M | Buy |
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|
2021
Q4 | $6.64M | Sell |
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|
2021
Q3 | $6.38M | Sell |
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|
2021
Q2 | $6.34M | Sell |
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|
2021
Q1 | $6.19M | Sell |
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|
2020
Q4 | $7.96M | Sell |
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|
2020
Q3 | $7.82M | Buy |
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|
2020
Q2 | $6.5M | Buy |
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|
2020
Q1 | $3.76M | Sell |
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|
2019
Q4 | $6.33M | Buy |
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|
2019
Q3 | $4.2M | Buy |
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|
2019
Q2 | $3.32M | Hold |
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|
2019
Q1 | $3.32M | Buy |
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|
2018
Q4 | $2.68M | Buy |
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