Strategies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
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|
2025
Q1 | $313K | Buy |
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|
2024
Q4 | $314K | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $355K | Buy |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $313K | Buy |
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|
2023
Q3 | $285K | Buy |
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|
2023
Q2 | $294K | Buy |
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|
2023
Q1 | $269K | Buy |
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|
2022
Q4 | $274K | Buy |
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|
2022
Q2 | $286K | Sell |
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|
2022
Q1 | $363K | Sell |
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|
2021
Q4 | $375K | Buy |
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