RTD 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $632K | Hold |
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|
2025
Q2 | $612K | Sell |
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|
2025
Q1 | $698K | Hold |
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|
2024
Q4 | $658K | Hold |
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|
2024
Q3 | $737K | Hold |
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|
2024
Q2 | $697K | Hold |
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|
2024
Q1 | $707K | Sell |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $585K | Hold |
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|
2023
Q2 | $603K | Hold |
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|
2023
Q1 | $588K | Hold |
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|
2022
Q4 | $617K | Hold |
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|
2022
Q3 | $550K | Hold |
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|
2022
Q2 | $582K | Hold |
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|
2022
Q1 | $622K | Hold |
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|
2021
Q4 | $640K | Buy |
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