Simon Quick 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 | $11.5M | Buy |
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|
2025
Q2 | $11.1M | Buy |
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|
2025
Q1 | $409K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $30K | Hold |
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|
2021
Q4 | $31K | Buy |
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|
2021
Q3 | $27K | Buy |
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|
2021
Q2 | $27K | Buy |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $21K | Buy |
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|
2020
Q3 | $19K | Buy |
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|
2020
Q2 | $18K | Hold |
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|
2020
Q1 | $16K | Sell |
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|
2019
Q4 | $23K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $26K | Buy |
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|
2018
Q2 | $7K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $4K | Buy |
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