Sequoia 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 | $3.9M | Buy |
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|
2025
Q2 | $3.76M | Sell |
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|
2025
Q1 | $4.73M | Buy |
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|
2024
Q4 | $2.76M | Sell |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.71M | Sell |
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|
2024
Q1 | $3M | Buy |
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|
2023
Q4 | $2.38M | Buy |
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|
2023
Q3 | $2.04M | Buy |
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|
2023
Q2 | $1.94M | Buy |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.56M | Buy |
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|
2022
Q3 | $1.16M | Sell |
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|
2022
Q2 | $1.96M | Sell |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $2.16M | Buy |
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|
2021
Q3 | $368K | Sell |
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|
2021
Q2 | $1.3M | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.24M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $807K | Buy |
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|
2020
Q1 | $345K | Buy |
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|
2019
Q4 | $386K | Buy |
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|
2019
Q3 | $337K | Sell |
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|
2019
Q2 | $355K | Sell |
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|
2019
Q1 | $363K | Buy |
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|
2018
Q4 | $313K | Buy |
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|
2018
Q3 | $344K | Buy |
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