SFMG Wealth 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 | $2.14M | Sell |
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|
2025
Q2 | $2.07M | Sell |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $2.45M | Sell |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $2.75M | Sell |
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|
2024
Q1 | $3.42M | Hold |
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|
2023
Q4 | $3.16M | Hold |
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|
2023
Q3 | $2.98M | Sell |
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|
2023
Q2 | $3.14M | Sell |
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|
2023
Q1 | $3.08M | Sell |
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|
2022
Q4 | $3.35M | Sell |
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|
2022
Q3 | $3.52M | Sell |
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|
2022
Q2 | $3.72M | Sell |
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|
2022
Q1 | $4.61M | Buy |
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|
2021
Q4 | $4.69M | Sell |
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|
2021
Q3 | $4.29M | Sell |
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|
2021
Q2 | $4.33M | Sell |
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|
2021
Q1 | $33.2M | Buy |
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|
2020
Q4 | $28.8M | Buy |
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|
2020
Q3 | $26.2M | Sell |
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|
2020
Q2 | $25.2M | Buy |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $2.64M | Buy |
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|
2019
Q3 | $1.41M | Sell |
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|
2019
Q2 | $1.49M | Sell |
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|
2019
Q1 | $34.4M | Buy |
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|
2018
Q4 | $30.4M | Sell |
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|
2018
Q3 | $31.6M | Buy |
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|
2018
Q2 | $2.11M | Sell |
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|
2018
Q1 | $2.1M | Sell |
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|
2017
Q4 | $2.17M | Buy |
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|
2017
Q3 | $2.13M | Sell |
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|
2017
Q2 | $2.15M | Sell |
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|
2017
Q1 | $2.17M | Hold |
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|
2016
Q4 | $2.02M | Sell |
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|
2016
Q3 | $2.12M | Sell |
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|
2016
Q2 | $2.14M | Sell |
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|
2016
Q1 | $2.13M | Sell |
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|
2015
Q4 | $2.6M | Sell |
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|
2015
Q3 | $5.38M | Sell |
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|
2015
Q2 | $30.2M | Sell |
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|
2015
Q1 | $84.2M | Buy |
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|
2014
Q4 | $26.6M | Buy |
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|
2014
Q3 | $24.4M | Buy |
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|
2014
Q2 | $23.1M | Sell |
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|
2014
Q1 | $22.4M | Buy |
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|
2013
Q4 | $21M | Buy |
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|
2013
Q3 | $18.1M | Buy |
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|
2013
Q2 | $15.9M | Buy |
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