Wealth Architects’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
Q2 | $228K | Hold |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q4 | $207K | Hold |
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|
2024
Q3 | $232K | Hold |
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|
2024
Q2 | $220K | Sell |
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|
2024
Q1 | $248K | Buy |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $215K | Hold |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $221K | Sell |
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|
2022
Q1 | $238K | Sell |
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|
2021
Q4 | $249K | Sell |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $258K | Buy |
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