Fernwood 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 | $1.68M | Hold |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.82M | Hold |
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|
2023
Q4 | $1.68M | Hold |
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|
2023
Q3 | $1.59M | Sell |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.6M | Hold |
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|
2022
Q4 | $1.68M | Hold |
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|
2022
Q3 | $1.5M | Sell |
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|
2022
Q2 | $1.59M | Sell |
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|
2022
Q1 | $1.72M | Hold |
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|
2021
Q4 | $1.77M | Hold |
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|
2021
Q3 | $1.6M | Sell |
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|
2021
Q2 | $1.59M | Hold |
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|
2021
Q1 | $1.47M | Hold |
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|
2020
Q4 | $1.43M | Buy |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $1.06M | Buy |
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|
2019
Q4 | $534K | Sell |
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|
2019
Q3 | $482K | Buy |
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|
2019
Q2 | $473K | Sell |
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|
2019
Q1 | $500K | Buy |
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|
2018
Q4 | $471K | Hold |
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|
2018
Q3 | $518K | Hold |
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|
2018
Q2 | $454K | Sell |
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|
2018
Q1 | $467K | Hold |
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|
2017
Q4 | $475K | Buy |
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|
2017
Q3 | $446K | Buy |
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|
2017
Q2 | $370K | Hold |
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|
2017
Q1 | $347K | Hold |
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|
2016
Q4 | $322K | Buy |
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|
2016
Q3 | $329K | Buy |
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|
2016
Q2 | $302K | Hold |
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|
2016
Q1 | $285K | Sell |
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|
2015
Q4 | $339K | Sell |
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|
2015
Q3 | $331K | Buy |
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|
2015
Q2 | $331K | Buy |
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|
2015
Q1 | $228K | Buy |
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