Eagle Ridge Investment Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $500K | Hold |
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|
2024
Q3 | $559K | Hold |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $559K | Hold |
|
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $496K | Hold |
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|
2023
Q2 | $511K | Sell |
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|
2023
Q1 | $501K | Hold |
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|
2022
Q4 | $526K | Hold |
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|
2022
Q3 | $469K | Hold |
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|
2022
Q2 | $497K | Hold |
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|
2022
Q1 | $530K | Hold |
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|
2021
Q4 | $546K | Hold |
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|
2021
Q3 | $493K | Sell |
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|
2021
Q2 | $491K | Hold |
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|
2021
Q1 | $456K | Hold |
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|
2020
Q4 | $443K | Hold |
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|
2020
Q3 | $412K | Buy |
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|
2020
Q2 | $329K | Hold |
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|
2020
Q1 | $291K | Hold |
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|
2019
Q4 | $335K | Buy |
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|
2019
Q3 | $270K | Sell |
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|
2019
Q2 | $409K | Hold |
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|
2019
Q1 | $405K | Hold |
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|
2018
Q4 | $382K | Hold |
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|
2018
Q3 | $420K | Hold |
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|
2018
Q2 | $368K | Hold |
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|
2018
Q1 | $359K | Buy |
|