Waverly 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 | $7.57M | Sell |
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|
2025
Q2 | $7.7M | Buy |
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|
2025
Q1 | $8.24M | Buy |
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|
2024
Q4 | $6.98M | Buy |
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|
2024
Q3 | $5.3M | Sell |
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|
2024
Q2 | $5.13M | Buy |
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|
2024
Q1 | $4.84M | Buy |
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|
2023
Q4 | $407K | Sell |
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|
2023
Q3 | $410K | Sell |
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|
2023
Q2 | $434K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $332K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $315K | Hold |
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|
2021
Q4 | $299K | Buy |
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|
2021
Q3 | $306K | Sell |
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|
2021
Q2 | $320K | Buy |
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|
2021
Q1 | $286K | Sell |
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|
2020
Q4 | $279K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $207K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $31K | Sell |
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|
2013
Q4 | $63K | Hold |
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|
2013
Q3 | $57K | Buy |
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