Sound View Wealth Advisors Group’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
Q2 | $7.46M | Buy |
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|
2025
Q1 | $7.23M | Buy |
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|
2024
Q4 | $6.62M | Buy |
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|
2024
Q3 | $6.89M | Buy |
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|
2024
Q2 | $4.43M | Buy |
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|
2024
Q1 | $4.38M | Sell |
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|
2023
Q4 | $4.8M | Buy |
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|
2023
Q3 | $4.25M | Buy |
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|
2023
Q2 | $3.45M | Buy |
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|
2023
Q1 | $3.04M | Sell |
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|
2022
Q4 | $4.8M | Buy |
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|
2022
Q3 | $1.55M | Buy |
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|
2022
Q2 | $1.61M | Buy |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $891K | Buy |
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|
2021
Q2 | $762K | Buy |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $279K | Sell |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $222K | Buy |
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|
2019
Q4 | $255K | Sell |
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|
2019
Q3 | $267K | Sell |
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|
2019
Q2 | $302K | Buy |
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