Shufro Rose & Co’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $624K | Hold |
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|
2025
Q2 | $624K | Hold |
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|
2025
Q1 | $624K | Hold |
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|
2024
Q4 | $588K | Sell |
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|
2024
Q3 | $767K | Hold |
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|
2024
Q2 | $767K | Buy |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $603K | Hold |
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|
2023
Q3 | $603K | Hold |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $587K | Buy |
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|
2022
Q4 | $521K | Hold |
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|
2022
Q3 | $464K | Sell |
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|
2022
Q2 | $492K | Hold |
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|
2022
Q1 | $526K | Buy |
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|
2021
Q4 | $231K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $204K | Buy |
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