Welch Capital Partners’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 | $961K | Sell |
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|
2025
Q2 | $8.36M | Sell |
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|
2025
Q1 | $9.27M | Hold |
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|
2024
Q4 | $8.73M | Hold |
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|
2024
Q3 | $9.78M | Hold |
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|
2024
Q2 | $9.25M | Hold |
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|
2024
Q1 | $9.38M | Hold |
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|
2023
Q4 | $8.66M | Hold |
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|
2023
Q3 | $8.17M | Hold |
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|
2023
Q2 | $8.43M | Sell |
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|
2023
Q1 | $8.24M | Hold |
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|
2022
Q4 | $8.65M | Hold |
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|
2022
Q3 | $7.71M | Hold |
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|
2022
Q2 | $8.16M | Hold |
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|
2022
Q1 | $8.72M | Sell |
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|
2021
Q4 | $9.13M | Sell |
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|
2021
Q3 | $8.29M | Hold |
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|
2021
Q2 | $8.21M | Hold |
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|
2021
Q1 | $7.61M | Sell |
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|
2020
Q4 | $7.45M | Hold |
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|
2020
Q3 | $6.93M | Hold |
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|
2020
Q2 | $6.58M | Hold |
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|
2020
Q1 | $5.82M | Hold |
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|
2019
Q4 | $6.69M | Sell |
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|
2019
Q3 | $6.04M | Sell |
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|
2019
Q2 | $6.45M | Sell |
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|
2019
Q1 | $6.43M | Hold |
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|
2018
Q4 | $6.07M | Hold |
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|
2018
Q3 | $6.67M | Hold |
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|
2018
Q2 | $5.85M | Hold |
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|
2018
Q1 | $5.71M | Buy |
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