Waldron Private Wealth’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 | $1.46M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.53M | Sell |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.67M | Hold |
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|
2024
Q1 | $1.7M | Buy |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $4.36M | Hold |
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|
2023
Q2 | $4.49M | Sell |
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|
2023
Q1 | $4.38M | Buy |
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|
2022
Q4 | $4.1M | Hold |
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|
2022
Q3 | $4.1M | Sell |
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|
2022
Q2 | $4.34M | Buy |
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|
2022
Q1 | $4.64M | Buy |
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|
2021
Q4 | $4.58M | Hold |
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|
2021
Q3 | $4.14M | Buy |
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|
2021
Q2 | $4.09M | Hold |
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|
2021
Q1 | $3.79M | Hold |
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|
2020
Q4 | $3.69M | Hold |
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|
2020
Q3 | $3.43M | Hold |
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|
2020
Q2 | $3.25M | Hold |
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|
2020
Q1 | $2.88M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $308K | Buy |
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