Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $126K | Buy |
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|
2021
Q3 | $111K | Hold |
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|
2021
Q2 | $109K | Sell |
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|
2021
Q1 | $118K | Buy |
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|
2020
Q4 | $99K | Sell |
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|
2020
Q3 | $93K | Hold |
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|
2020
Q2 | $88K | Sell |
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|
2020
Q1 | $102K | Buy |
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|
2019
Q4 | $105K | Buy |
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|
2019
Q3 | $69K | Hold |
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|
2019
Q2 | $71K | Buy |
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|
2019
Q1 | $56K | Sell |
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|
2018
Q4 | $122K | Hold |
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|
2018
Q3 | $135K | Hold |
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|
2018
Q2 | $118K | Hold |
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|
2018
Q1 | $115K | Hold |
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|
2017
Q4 | $117K | Sell |
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|
2017
Q3 | $119K | Buy |
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|
2017
Q2 | $112K | Hold |
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|
2017
Q1 | $105K | Buy |
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|
2016
Q4 | $90K | Buy |
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|
2016
Q3 | $84K | Hold |
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|
2016
Q2 | $83K | Sell |
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|
2016
Q1 | $98K | Buy |
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|
2015
Q4 | $67K | Hold |
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|
2015
Q3 | $62K | Hold |
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|
2015
Q2 | $70K | Buy |
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|
2015
Q1 | $16K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Buy |
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