Tradition 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
Q2 | $900K | Sell |
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|
2025
Q1 | $989K | Buy |
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|
2024
Q4 | $931K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $993K | Buy |
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|
2024
Q1 | $999K | Buy |
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|
2023
Q4 | $920K | Buy |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $704K | Buy |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $689K | Buy |
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|
2022
Q3 | $609K | Buy |
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|
2022
Q2 | $639K | Sell |
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|
2022
Q1 | $689K | Sell |
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|
2021
Q4 | $731K | Hold |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $653K | Sell |
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|
2021
Q1 | $613K | Hold |
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|
2020
Q4 | $595K | Buy |
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