Farmers & Merchants Investments Inc’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $108K | Hold |
803
| – | – | ﹤0.01% | 359 |
|
|
2025
Q1 | $117K | Hold |
803
| – | – | ﹤0.01% | 353 |
|
|
2024
Q4 | $110K | Sell |
803
-200
| -20% | -$27.5K | ﹤0.01% | 366 |
|
|
2024
Q3 | $154K | Sell |
1,003
-10
| -1% | -$1.54K | ﹤0.01% | 334 |
|
|
2024
Q2 | $148K | Buy |
1,013
+41
| +4% | +$5.98K | ﹤0.01% | 321 |
|
|
2024
Q1 | $144K | Hold |
972
| – | – | ﹤0.01% | 312 |
|
|
2023
Q4 | $133K | Hold |
972
| – | – | ﹤0.01% | 312 |
|
|
2023
Q3 | $125K | Hold |
972
| – | – | ﹤0.01% | 313 |
|
|
2023
Q2 | $129K | Hold |
972
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $126K | Hold |
972
| – | – | 0.01% | 315 |
|
|
2022
Q4 | $132K | Hold |
972
| – | – | 0.01% | 312 |
|
|
2022
Q3 | $118K | Hold |
972
| – | – | 0.01% | 319 |
|
|
2022
Q2 | $125K | Sell |
972
-266
| -21% | -$34.2K | 0.01% | 310 |
|
|
2022
Q1 | $170K | Buy |
1,238
+275
| +29% | +$37.8K | 0.01% | 296 |
|
|
2021
Q4 | $136K | Hold |
963
| – | – | 0.01% | 322 |
|
|
2021
Q3 | $123K | Buy |
963
+133
| +16% | +$17K | 0.01% | 318 |
|
|
2021
Q2 | $105K | Buy |
830
+614
| +284% | +$77.7K | ﹤0.01% | 284 |
|
|
2021
Q1 | $25K | Buy |
216
+166
| +332% | +$19.2K | ﹤0.01% | 429 |
|
|
2020
Q4 | $6K | Hold |
50
| – | – | ﹤0.01% | 735 |
|
|
2020
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 732 |
|
|
2020
Q2 | $5K | Hold |
50
| – | – | ﹤0.01% | 728 |
|
|
2020
Q1 | $4K | Sell |
50
-209
| -81% | -$16.7K | ﹤0.01% | 726 |
|
|
2019
Q4 | $26K | Sell |
259
-105
| -29% | -$10.5K | ﹤0.01% | 401 |
|
|
2019
Q3 | $33K | Buy |
364
+254
| +231% | +$23K | ﹤0.01% | 359 |
|
|
2019
Q2 | $10K | Hold |
110
| – | – | ﹤0.01% | 557 |
|
|
2019
Q1 | $10K | Sell |
110
-263
| -71% | -$23.9K | ﹤0.01% | 529 |
|
|
2018
Q4 | $32K | Buy |
373
+250
| +203% | +$21.4K | ﹤0.01% | 344 |
|
|
2018
Q3 | $12K | Hold |
123
| – | – | ﹤0.01% | 505 |
|
|
2018
Q2 | $10K | Hold |
123
| – | – | ﹤0.01% | 543 |
|
|
2018
Q1 | $10K | Hold |
123
| – | – | ﹤0.01% | 533 |
|
|
2017
Q4 | $10K | Hold |
123
| – | – | ﹤0.01% | 546 |
|
|
2017
Q3 | $10K | Hold |
123
| – | – | ﹤0.01% | 527 |
|
|
2017
Q2 | $10K | Hold |
123
| – | – | ﹤0.01% | 526 |
|
|
2017
Q1 | $9K | Hold |
123
| – | – | ﹤0.01% | 511 |
|
|
2016
Q4 | $8K | Hold |
123
| – | – | ﹤0.01% | 557 |
|
|
2016
Q3 | $9K | Hold |
123
| – | – | ﹤0.01% | 483 |
|
|
2016
Q2 | $9K | Hold |
123
| – | – | ﹤0.01% | 464 |
|
|
2016
Q1 | $8K | Hold |
123
| – | – | ﹤0.01% | 495 |
|
|
2015
Q4 | $9K | Sell |
123
-50
| -29% | -$3.66K | ﹤0.01% | 508 |
|
|
2015
Q3 | $11K | Buy |
173
+50
| +41% | +$3.18K | ﹤0.01% | 476 |
|
|
2015
Q2 | $9K | Hold |
123
| – | – | ﹤0.01% | 536 |
|
|
2015
Q1 | $9K | Hold |
123
| – | – | ﹤0.01% | 532 |
|
|
2014
Q4 | $8K | Sell |
123
-85
| -41% | -$5.53K | ﹤0.01% | 541 |
|
|
2014
Q3 | $13K | Sell |
208
-44
| -17% | -$2.75K | ﹤0.01% | 461 |
|
|
2014
Q2 | $15K | Buy |
252
+167
| +196% | +$9.94K | ﹤0.01% | 433 |
|
|
2014
Q1 | $5K | Hold |
85
| – | – | ﹤0.01% | 596 |
|
|
2013
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 608 |
|
|
2013
Q3 | $4K | Sell |
85
-15
| -15% | -$706 | ﹤0.01% | 584 |
|
|
2013
Q2 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 535 |
|