West Coast Financial’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 | – | Sell |
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|
2025
Q1 | $751K | Hold |
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|
2024
Q4 | $707K | Sell |
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|
2024
Q3 | $797K | Buy |
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|
2024
Q2 | $679K | Hold |
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|
2024
Q1 | $688K | Buy |
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|
2023
Q4 | $554K | Hold |
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|
2023
Q3 | $523K | Hold |
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|
2023
Q2 | $539K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $251K | Hold |
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|
2019
Q3 | $222K | Hold |
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|
2019
Q2 | $228K | Hold |
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|
2019
Q1 | $226K | Hold |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $234K | Hold |
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|
2018
Q2 | $205K | Sell |
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|
2018
Q1 | $204K | Buy |
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|
2017
Q4 | $203K | Hold |
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|
2017
Q3 | $201K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $204K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $273K | Hold |
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|
2016
Q2 | $272K | Buy |
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