Ulland Investment 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 | $93K | Hold |
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|
2025
Q2 | $90K | Hold |
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|
2025
Q1 | $98K | Hold |
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|
2024
Q4 | $92K | Hold |
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|
2024
Q3 | $103K | Hold |
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|
2024
Q2 | $98K | Sell |
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|
2024
Q1 | $111K | Hold |
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|
2023
Q4 | $102K | Sell |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $232K | Hold |
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|
2023
Q1 | $227K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $212K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $249K | Buy |
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