Secure Asset 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 | – | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $272K | Sell |
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|
2024
Q3 | $561K | Buy |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $537K | Buy |
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|
2023
Q1 | $499K | Buy |
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|
2022
Q4 | $521K | Buy |
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|
2022
Q3 | $438K | Sell |
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|
2022
Q2 | $537K | Sell |
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|
2022
Q1 | $773K | Buy |
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|
2021
Q4 | $571K | Buy |
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|
2021
Q3 | $476K | Buy |
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|
2021
Q2 | $463K | Buy |
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|
2021
Q1 | $241K | Buy |
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|
2020
Q4 | $234K | Buy |
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|
2020
Q3 | $217K | Sell |
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|
2020
Q2 | $1.41M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $675K | Buy |
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