PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $383K | Buy |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $419K | Buy |
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|
2021
Q3 | $377K | Sell |
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|
2021
Q2 | $624K | Buy |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $217K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $154K | Hold |
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|
2018
Q4 | $146K | Buy |
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