Stockman Wealth Management’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 | $5.17M | Buy |
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2025
Q2 | $4.69M | Buy |
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2025
Q1 | $4.79M | Buy |
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2024
Q4 | $4.48M | Buy |
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2024
Q3 | $4.44M | Buy |
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2024
Q2 | $4.02M | Buy |
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2024
Q1 | $3.97M | Buy |
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2023
Q4 | $3.44M | Buy |
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2023
Q3 | $3.19M | Sell |
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2023
Q2 | $3.53M | Sell |
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2023
Q1 | $3.52M | Buy |
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2022
Q4 | $2.99M | Buy |
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2017
Q1 | – | Sell |
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2016
Q4 | $270K | Buy |
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