WESPAC Advisors SoCal’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 | $11M | Sell |
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|
2025
Q1 | $15.2M | Buy |
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|
2024
Q4 | $12.7M | Sell |
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|
2024
Q3 | $14.9M | Buy |
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|
2024
Q2 | $12.4M | Buy |
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|
2024
Q1 | $4.84M | Buy |
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|
2023
Q4 | $2.67M | Buy |
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|
2023
Q3 | $2.27M | Buy |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $2.29M | Buy |
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|
2022
Q3 | $2.2M | Sell |
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|
2022
Q2 | $2.12M | Buy |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $686K | Buy |
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|
2021
Q2 | $603K | Buy |
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|
2021
Q1 | $541K | Buy |
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|
2020
Q4 | $461K | Sell |
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|
2020
Q3 | $745K | Buy |
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|
2020
Q2 | $613K | Buy |
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|
2020
Q1 | $488K | Sell |
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|
2019
Q4 | $699K | Buy |
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|
2019
Q3 | $555K | Buy |
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|
2019
Q2 | $519K | Buy |
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|
2019
Q1 | $369K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $310K | Buy |
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|
2018
Q1 | $263K | Buy |
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|
2017
Q4 | $261K | Sell |
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|
2017
Q3 | $424K | Hold |
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|
2017
Q2 | $411K | Sell |
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|
2017
Q1 | $408K | Sell |
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|
2016
Q4 | $410K | Sell |
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|
2016
Q3 | $1.2M | Hold |
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|
2016
Q2 | $1.19M | Buy |
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|
2016
Q1 | $572K | Sell |
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|
2015
Q4 | $754K | Buy |
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