Stonebridge Financial Planning 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 | $2.06M | Sell |
|
|||||
|
2025
Q1 | $2.51M | Sell |
|
|||||
|
2024
Q4 | $2.42M | Sell |
|
|||||
|
2024
Q3 | $2.9M | Buy |
|
|||||
|
2024
Q2 | $2.73M | Buy |
|
|||||
|
2024
Q1 | $2.72M | Sell |
|
|||||
|
2023
Q4 | $2.55M | Sell |
|
|||||
|
2023
Q3 | $2.89M | Sell |
|
|||||
|
2023
Q2 | $3.08M | Buy |
|
|||||
|
2023
Q1 | $2.63M | Buy |
|
|||||
|
2022
Q4 | $2.04M | Buy |
|
|||||
|
2022
Q3 | $1.6M | Buy |
|
|||||
|
2022
Q2 | $205K | Buy |
|