Talisman 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
Q3 | $841K | Sell |
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|
2025
Q2 | $834K | Sell |
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|
2025
Q1 | $911K | Buy |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $891K | Sell |
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|
2024
Q2 | $849K | Sell |
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|
2024
Q1 | $881K | Buy |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $620K | Buy |
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|
2023
Q2 | $486K | Sell |
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|
2023
Q1 | $488K | Buy |
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|
2022
Q4 | $425K | Buy |
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