SOA 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 | $462K | Sell |
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|
2025
Q2 | $487K | Sell |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $500K | Sell |
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|
2024
Q2 | $481K | Sell |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $417K | Buy |
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $422K | Sell |
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|
2022
Q4 | $452K | Buy |
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|
2022
Q3 | $401K | Buy |
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|
2022
Q2 | $365K | Buy |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $109K | Hold |
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|
2021
Q3 | $98K | Hold |
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|
2021
Q2 | $97K | Hold |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $90K | Buy |
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