Wealth Advisory Solutions’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 | $555K | Buy |
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|
2025
Q2 | $534K | Sell |
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|
2025
Q1 | $579K | Sell |
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|
2024
Q4 | $564K | Buy |
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|
2024
Q3 | $615K | Sell |
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|
2024
Q2 | $602K | Buy |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $631K | Sell |
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|
2023
Q3 | $1.26M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $647K | Sell |
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $1.74M | Sell |
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|
2022
Q2 | $1.84M | Sell |
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|
2022
Q1 | $2.06M | Buy |
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|
2021
Q3 | $2M | Buy |
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|
2021
Q2 | $1.87M | Buy |
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|
2021
Q1 | $2K | Buy |
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $1.57M | Sell |
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|
2020
Q2 | $1.91M | Sell |
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|
2020
Q1 | $1.71M | Sell |
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|
2019
Q4 | $2.28M | Buy |
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