Sheets Smith Wealth 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
Q3 | $312K | Sell |
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|
2025
Q2 | $371K | Sell |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $507K | Buy |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $504K | Buy |
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|
2023
Q4 | $406K | Sell |
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|
2023
Q3 | $455K | Buy |
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|
2023
Q2 | $414K | Buy |
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|
2023
Q1 | $404K | Buy |
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|
2022
Q4 | $316K | Hold |
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|
2022
Q3 | $282K | Hold |
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|
2022
Q2 | $298K | Sell |
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|
2022
Q1 | $336K | Buy |
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|
2021
Q4 | $311K | Hold |
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|
2021
Q3 | $281K | Buy |
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|
2021
Q2 | $263K | Buy |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $236K | Sell |
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|
2020
Q3 | $257K | Buy |
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|
2020
Q2 | $224K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $682K | Sell |
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|
2015
Q4 | $1.26M | Sell |
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|
2015
Q3 | $1.27M | Sell |
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|
2015
Q2 | $1.46M | Sell |
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|
2015
Q1 | $1.43M | Buy |
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|
2014
Q4 | $1.35M | Buy |
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|
2014
Q3 | $1.23M | Sell |
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|
2014
Q2 | $1.21M | Sell |
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|
2014
Q1 | $1.42M | Sell |
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|
2013
Q4 | $1.37M | Sell |
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|
2013
Q3 | $1.31M | Hold |
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|
2013
Q2 | $1.23M | Buy |
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