Winch Advisory Services’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 | $68.8K | Buy |
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|
2025
Q1 | $74.2K | Buy |
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|
2024
Q4 | $69.7K | Buy |
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|
2024
Q3 | $56.1K | Buy |
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|
2024
Q2 | $52.9K | Buy |
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|
2024
Q1 | $53.4K | Buy |
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|
2023
Q4 | $49.1K | Buy |
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|
2023
Q3 | $46K | Buy |
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|
2023
Q2 | $47K | Buy |
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|
2023
Q1 | $46K | Buy |
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|
2022
Q4 | $48K | Buy |
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|
2022
Q3 | $43K | Buy |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $48K | Buy |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | $44K | Buy |
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|
2021
Q2 | $44K | Buy |
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|
2021
Q1 | $40K | Buy |
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|
2020
Q4 | $39K | Buy |
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|
2020
Q3 | $36K | Buy |
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|
2020
Q2 | $34K | Buy |
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|
2020
Q1 | $30K | Buy |
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|
2019
Q4 | $34K | Buy |
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|
2019
Q3 | $30K | Buy |
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|
2019
Q2 | $31K | Buy |
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|
2019
Q1 | $30K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Sell |
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|
2016
Q3 | $16K | Sell |
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|
2016
Q2 | $19K | Buy |
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|
2016
Q1 | $17K | Hold |
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|
2015
Q4 | $18K | Sell |
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|
2015
Q3 | $34K | Sell |
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|
2015
Q2 | $2.91M | Sell |
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|
2015
Q1 | $4.1M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $7K | Buy |
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|
2014
Q2 | $7K | Sell |
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|
2014
Q1 | $679K | Buy |
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