Strategic Wealth Partners’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 | $173K | Sell |
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|
2025
Q2 | $436K | Buy |
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|
2024
Q4 | $786K | Buy |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $259K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $432K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $26 | Sell |
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|
2019
Q2 | $40K | Sell |
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|
2019
Q1 | $52K | Buy |
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|
2018
Q4 | $32K | Buy |
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|
2018
Q3 | $33K | Buy |
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|
2018
Q2 | $28K | Sell |
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|
2018
Q1 | $29K | Buy |
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|
2017
Q4 | $28K | Buy |
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