Richwood Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $286K | Sell |
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|
2025
Q2 | $279K | Hold |
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|
2025
Q1 | $302K | Hold |
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|
2024
Q4 | $285K | Hold |
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|
2024
Q3 | $319K | Sell |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $324K | Hold |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $305K | Hold |
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|
2022
Q3 | $272K | Sell |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $316K | Buy |
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