Source Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $609K | Sell |
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|
2024
Q2 | $621K | Sell |
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|
2024
Q1 | $650K | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $976K | Sell |
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|
2023
Q2 | $1.12M | Sell |
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|
2023
Q1 | $1.19M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.13M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.48M | Sell |
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|
2021
Q4 | $1.58M | Sell |
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|
2021
Q3 | $1.44M | Sell |
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|
2021
Q2 | $1.45M | Sell |
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|
2021
Q1 | $1.36M | Sell |
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|
2020
Q4 | $1.36M | Buy |
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