West Oak Capital’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 | $1.06K | Hold |
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|
2025
Q2 | $1.03K | Sell |
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|
2025
Q1 | $1.74K | Hold |
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|
2024
Q4 | $1.64M | Hold |
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|
2024
Q3 | $1.83K | Hold |
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|
2024
Q2 | $173K | Sell |
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|
2024
Q1 | $179K | Sell |
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|
2023
Q4 | $172K | Hold |
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|
2023
Q3 | $158K | Hold |
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|
2023
Q2 | $163K | Hold |
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|
2023
Q1 | $159K | Hold |
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|
2022
Q4 | $166K | Hold |
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|
2022
Q3 | $148K | Hold |
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|
2022
Q2 | $157K | Hold |
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|
2022
Q1 | $168K | Hold |
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|
2021
Q4 | $173K | Hold |
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|
2021
Q3 | $156K | Hold |
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|
2021
Q2 | $154K | Sell |
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|
2021
Q1 | $147K | Hold |
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|
2020
Q4 | $142K | Hold |
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|
2020
Q3 | $132K | Buy |
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|
2020
Q2 | $110K | Hold |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $112K | Hold |
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|
2019
Q3 | $99K | Sell |
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|
2019
Q2 | $111K | Hold |
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|
2019
Q1 | $110K | Hold |
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|
2018
Q4 | $103K | Hold |
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|
2018
Q3 | $114K | Hold |
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|
2018
Q2 | $99.7K | Hold |
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|
2018
Q1 | $97.3K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $105K | Sell |
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|
2017
Q2 | $134K | Sell |
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|
2017
Q1 | $135K | Buy |
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|
2016
Q4 | $35.2K | Hold |
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|
2016
Q3 | $36.8K | Hold |
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|
2016
Q2 | $36.6K | Hold |
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|
2016
Q1 | $34.6K | Hold |
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|
2015
Q4 | $36.7K | Hold |
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|
2015
Q3 | $33.8K | Hold |
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|
2015
Q2 | $37.9K | Hold |
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|
2015
Q1 | $37K | Hold |
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|
2014
Q4 | $34.9K | Hold |
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|
2014
Q3 | $32.6K | Hold |
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|
2014
Q2 | $31K | Buy |
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|
2014
Q1 | $22.5K | Buy |
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