Ritholtz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $470K | Sell |
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|
2025
Q2 | $566K | Buy |
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|
2025
Q1 | $445K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $457K | Sell |
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|
2024
Q2 | $501K | Buy |
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|
2024
Q1 | $503K | Sell |
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|
2023
Q4 | $480K | Sell |
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|
2023
Q3 | $483K | Sell |
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|
2023
Q2 | $500K | Hold |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $534K | Sell |
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|
2022
Q3 | $651K | Buy |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $291K | Sell |
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|
2021
Q4 | $331K | Buy |
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