Valley Wealth Managers’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 | $280K | Sell |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $4.92M | Buy |
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|
2024
Q4 | $543K | Hold |
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|
2024
Q3 | $608K | Sell |
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|
2024
Q2 | $610K | Sell |
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|
2024
Q1 | $6.65M | Buy |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $4.09M | Buy |
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|
2023
Q2 | $559K | Sell |
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|
2023
Q1 | $552K | Sell |
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|
2022
Q4 | $702K | Sell |
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|
2022
Q3 | $628K | Buy |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $681K | Sell |
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|
2021
Q3 | $841K | Sell |
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|
2021
Q2 | $839K | Sell |
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|
2021
Q1 | $780K | Sell |
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|
2020
Q4 | $783K | Sell |
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|
2020
Q3 | $748K | Sell |
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|
2020
Q2 | $751K | Sell |
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|
2020
Q1 | $685K | Sell |
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|
2019
Q4 | $805K | Buy |
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|
2019
Q3 | $692K | Sell |
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|
2019
Q2 | $737K | Sell |
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|
2019
Q1 | $734K | Sell |
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|
2018
Q4 | $748K | Buy |
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|
2018
Q3 | $264K | Buy |
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|
2018
Q2 | $228K | Hold |
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|
2018
Q1 | $222K | Sell |
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|
2017
Q4 | $234K | Sell |
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|
2017
Q3 | $233K | Sell |
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|
2017
Q2 | $251K | Buy |
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|
2017
Q1 | $70K | Buy |
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|
2016
Q4 | $24K | Hold |
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|
2016
Q3 | $25K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $235K | Sell |
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|
2015
Q4 | $267K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $599K | Sell |
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|
2015
Q1 | $595K | Buy |
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|
2014
Q4 | $551K | Buy |
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|
2014
Q3 | $495K | Hold |
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|
2014
Q2 | $471K | Sell |
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|
2014
Q1 | $503K | Buy |
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|
2013
Q4 | $472K | Buy |
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|
2013
Q3 | $417K | Buy |
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|
2013
Q2 | $334K | Buy |
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