Wagner 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
Q3 | $29.9K | Buy |
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|
2025
Q2 | $28.9K | Buy |
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|
2025
Q1 | $16.6K | Buy |
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|
2024
Q4 | $15.6K | Hold |
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|
2024
Q3 | $17.4K | Sell |
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|
2024
Q2 | $38.8K | Buy |
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|
2024
Q1 | $39.3K | Hold |
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|
2023
Q4 | $36.2K | Buy |
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|
2023
Q3 | $34.1K | Hold |
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|
2023
Q2 | $35.1K | Buy |
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|
2023
Q1 | $14.3K | Hold |
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|
2022
Q4 | $14.9K | Buy |
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|
2022
Q3 | $13K | Sell |
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|
2022
Q2 | $60K | Sell |
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|
2022
Q1 | $168K | Buy |
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|
2021
Q4 | $66K | Hold |
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|
2021
Q3 | $62K | Buy |
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|
2021
Q2 | $59K | Sell |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $55K | Buy |
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|
2018
Q3 | $57K | Buy |
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|
2018
Q2 | $43K | Buy |
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|
2018
Q1 | $42K | Hold |
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|
2017
Q4 | $44K | Buy |
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