TrueWealth 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 | $338K | Buy |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $678K | Buy |
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|
2024
Q2 | $627K | Sell |
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|
2024
Q1 | $653K | Buy |
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|
2023
Q4 | $577K | Buy |
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|
2023
Q3 | $537K | Buy |
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|
2023
Q2 | $493K | Buy |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $408K | Sell |
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|
2022
Q1 | $460K | Hold |
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|
2021
Q4 | $460K | Buy |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $281K | Buy |
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