Valeo Financial 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 | $436K | Sell |
|
|||||
|
2025
Q2 | $533K | Sell |
|
|||||
|
2025
Q1 | $850K | Sell |
|
|||||
|
2024
Q4 | $926K | Buy |
|
|||||
|
2024
Q3 | $985K | Buy |
|
|||||
|
2024
Q2 | $882K | Buy |
|
|||||
|
2024
Q1 | $537K | Buy |
|
|||||
|
2023
Q4 | $394K | Buy |
|
|||||
|
2023
Q3 | $219K | Buy |
|
|||||
|
2023
Q2 | $217K | Sell |
|
|||||
|
2023
Q1 | $862K | Buy |
|
|||||
|
2022
Q4 | $269K | Buy |
|
|||||
|
2022
Q3 | $215K | Buy |
|
|||||
|
2022
Q2 | $212K | Sell |
|
|||||
|
2022
Q1 | $1.4M | Buy |
|
|||||
|
2021
Q4 | $731K | Buy |
|
|||||
|
2021
Q3 | $659K | Sell |
|
|||||
|
2021
Q2 | $670K | Sell |
|
|||||
|
2021
Q1 | $650K | Sell |
|
|||||
|
2020
Q4 | $741K | Buy |
|
|||||
|
2020
Q3 | $672K | Sell |
|
|||||
|
2020
Q2 | $996K | Sell |
|
|||||
|
2020
Q1 | $980K | Buy |
|
|||||
|
2019
Q4 | $887K | Sell |
|
|||||
|
2019
Q3 | $1.06M | Sell |
|
|||||
|
2019
Q2 | $1.22M | Buy |
|
|||||
|
2019
Q1 | $1.17M | Sell |
|
|||||
|
2018
Q4 | $1.17M | Buy |
|
|||||
|
2018
Q3 | $1.12M | Buy |
|
|||||
|
2018
Q2 | $1.04M | Buy |
|
|||||
|
2018
Q1 | $721K | Sell |
|
|||||
|
2017
Q4 | $808K | Buy |
|
|||||
|
2017
Q3 | $139K | Buy |
|