Sage Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $11.2M | Buy |
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|
2023
Q2 | $11.2M | Buy |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $240K | Sell |
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|
2022
Q1 | $7.95M | Sell |
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|
2021
Q4 | $8.34M | Buy |
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|
2021
Q3 | $6.65M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $5.21M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $12.1M | Buy |
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|
2018
Q4 | $11.4M | Buy |
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|
2018
Q3 | $12.2M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $11.8M | Buy |
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