Westside Investment 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 | $4.56M | Sell |
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|
2025
Q2 | $4.43M | Buy |
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|
2025
Q1 | $3.83M | Buy |
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $3.33M | Buy |
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|
2024
Q2 | $2.95M | Buy |
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|
2024
Q1 | $2.84M | Buy |
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|
2023
Q4 | $2.44M | Buy |
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|
2023
Q3 | $1.6M | Buy |
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|
2023
Q2 | $1.58M | Hold |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $93.5K | Buy |
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|
2022
Q3 | $114K | Buy |
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|
2022
Q2 | $81.3K | Buy |
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|
2022
Q1 | $81.3K | Buy |
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|
2021
Q4 | $75.8K | Buy |
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|
2021
Q3 | $75K | Sell |
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|
2021
Q2 | $74.2K | Sell |
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|
2021
Q1 | $45.5K | Buy |
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|
2020
Q4 | $1.12K | Buy |
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|
2020
Q3 | $1.04K | Buy |
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|
2020
Q2 | $931 | Buy |
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|
2020
Q1 | $20.7K | Buy |
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|
2019
Q2 | $1.02K | Buy |
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|
2018
Q4 | $514K | Sell |
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|
2018
Q3 | $597K | Buy |
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|
2018
Q2 | $481K | Buy |
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|
2018
Q1 | $397K | Buy |
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|
2017
Q4 | $405K | Buy |
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|
2017
Q3 | $376K | Hold |
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|
2017
Q2 | $361K | Buy |
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|
2017
Q1 | $331K | Buy |
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|
2016
Q4 | $100K | Buy |
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