WealthTrust Asset 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 | $205K | Sell |
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|
2025
Q2 | $202K | Sell |
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|
2025
Q1 | $245K | Buy |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $305K | Sell |
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|
2024
Q1 | $320K | Sell |
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|
2023
Q4 | $311K | Sell |
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|
2023
Q3 | $320K | Buy |
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|
2023
Q2 | $330K | Sell |
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $360K | Sell |
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|
2022
Q2 | $394K | Sell |
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|
2022
Q1 | $443K | Buy |
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|
2021
Q4 | $454K | Buy |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $341K | Buy |
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