SVWAG
Sound View Wealth Advisors Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.46M | Buy |
55,362
+5,847
| +12% | +$788K | 0.55% | 48 |
|
|
2025
Q1 | $7.23M | Buy |
49,515
+1,420
| +3% | +$207K | 0.59% | 48 |
|
|
2024
Q4 | $6.62M | Buy |
48,095
+3,330
| +7% | +$458K | 0.53% | 49 |
|
|
2024
Q3 | $6.89M | Buy |
44,765
+14,352
| +47% | +$2.21M | 0.56% | 46 |
|
|
2024
Q2 | $4.43M | Buy |
30,413
+750
| +3% | +$109K | 0.46% | 56 |
|
|
2024
Q1 | $4.38M | Sell |
29,663
-5,565
| -16% | -$822K | 0.47% | 56 |
|
|
2023
Q4 | $4.8M | Buy |
35,228
+2,241
| +7% | +$306K | 0.53% | 48 |
|
|
2023
Q3 | $4.25M | Buy |
32,987
+6,990
| +27% | +$900K | 0.53% | 49 |
|
|
2023
Q2 | $3.45M | Buy |
25,997
+2,478
| +11% | +$329K | 0.45% | 55 |
|
|
2023
Q1 | $3.04M | Sell |
23,519
-11,709
| -33% | -$1.52M | 0.42% | 61 |
|
|
2022
Q4 | $4.8M | Buy |
35,228
+22,403
| +175% | +$3.06M | 0.53% | 48 |
|
|
2022
Q3 | $1.55M | Buy |
12,825
+264
| +2% | +$32K | 0.35% | 70 |
|
|
2022
Q2 | $1.61M | Buy |
12,561
+3,219
| +34% | +$413K | 0.34% | 77 |
|
|
2022
Q1 | $1.28M | Buy |
9,342
+1,549
| +20% | +$212K | 0.24% | 101 |
|
|
2021
Q4 | $1.1M | Buy |
7,793
+793
| +11% | +$112K | 0.21% | 114 |
|
|
2021
Q3 | $891K | Buy |
7,000
+953
| +16% | +$121K | 0.19% | 121 |
|
|
2021
Q2 | $762K | Buy |
6,047
+2,168
| +56% | +$273K | 0.16% | 131 |
|
|
2021
Q1 | $453K | Buy |
3,879
+1,417
| +58% | +$165K | 0.11% | 169 |
|
|
2020
Q4 | $279K | Sell |
2,462
-68
| -3% | -$7.71K | 0.07% | 213 |
|
|
2020
Q3 | $267K | Buy |
2,530
+43
| +2% | +$4.54K | 0.07% | 204 |
|
|
2020
Q2 | $249K | Sell |
2,487
-15
| -0.6% | -$1.5K | 0.07% | 206 |
|
|
2020
Q1 | $222K | Buy |
2,502
+2
| +0.1% | +$177 | 0.08% | 196 |
|
|
2019
Q4 | $255K | Sell |
2,500
-459
| -16% | -$46.8K | 0.07% | 211 |
|
|
2019
Q3 | $267K | Sell |
2,959
-302
| -9% | -$27.3K | 0.08% | 205 |
|
|
2019
Q2 | $302K | Buy |
+3,261
| New | +$302K | 0.09% | 193 |
|