Rockbridge Investment 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
Q2 | $244K | Sell |
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|
2025
Q1 | $312K | Buy |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $277K | Buy |
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|
2024
Q2 | $254K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $238K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $226K | Hold |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $250K | Buy |
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|
2021
Q3 | $214K | Hold |
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|
2021
Q2 | $211K | Hold |
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|
2021
Q1 | $196K | Hold |
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|
2020
Q4 | $190K | Hold |
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|
2020
Q3 | $177K | Hold |
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|
2020
Q2 | $168K | Buy |
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