REDW Wealth’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
$248K Hold
2025
Q2
$240K Hold
2025
Q1
$260K Sell
2024
Q4
$268K Sell
2024
Q3
$442K Hold
2024
Q2
$418K Sell
2024
Q1
$566K Buy
2023
Q4
$329K Buy
2023
Q3
$257K Hold
2023
Q2
$265K Sell
2023
Q1
$420K Buy
2022
Q4
$403K Buy