Whitney & Co’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 | $442K | Buy |  | |||||
| 2025 Q1 | $453K | Buy |  | |||||
| 2024 Q4 | $316K | Sell |  | |||||
| 2024 Q3 | $434K | Buy |  | |||||
| 2024 Q2 | $365K | Sell |  | |||||
| 2024 Q1 | $390K | Sell |  | |||||
| 2023 Q4 | $465K | Buy |  | |||||
| 2023 Q3 | $415K | Sell |  | |||||
| 2023 Q2 | $441K | Buy |  | |||||
| 2023 Q1 | $417K | Buy |  | |||||
| 2022 Q4 | $417K | Buy |  | |||||
| 2022 Q3 | $368K | Sell |  | |||||
| 2022 Q2 | $410K | Buy |  | |||||
| 2022 Q1 | $429K | Buy |  |