Health Care SPDR shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Health Care SPDR (XLV) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in Health Care SPDR
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Quarterly reported holdings in Health Care SPDR by TriaGen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $207k | 1.5k | 137.57 |
| 2024-09-30 | $232k | 1.5k | 154.02 |
| 2024-06-30 | $219k | 1.5k | 145.75 |
| 2024-03-31 | $222k | 1.5k | 147.73 |
| 2023-12-31 | $205k | 1.5k | 136.38 |
| 2023-09-30 | $229k | 1.8k | 128.74 |
| 2023-06-30 | $236k | 1.8k | 132.73 |
| 2023-03-31 | $234k | 1.8k | 129.46 |
| 2022-12-31 | $245k | 1.8k | 135.85 |
| 2022-09-30 | $219k | 1.8k | 121.33 |
| 2022-06-30 | $231k | 1.8k | 127.98 |
| 2022-03-31 | $247k | 1.8k | 136.84 |
| 2021-12-31 | $268k | 1.9k | 140.68 |
| 2021-09-30 | $243k | 1.9k | 127.56 |
| 2021-06-30 | $254k | 1.9k | 132.29 |
| 2021-03-31 | $226k | 1.9k | 116.49 |