Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $19.2K | Hold |
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|
2024
Q1 | $19.5K | Hold |
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|
2023
Q4 | $18K | Hold |
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|
2023
Q3 | $17K | Sell |
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|
2023
Q2 | $23K | Buy |
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|
2023
Q1 | $21.5K | Hold |
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|
2022
Q4 | $22.6K | Sell |
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|
2022
Q3 | $27K | Hold |
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|
2022
Q2 | $29K | Sell |
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|
2022
Q1 | $33K | Hold |
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|
2021
Q4 | $34K | Sell |
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|
2021
Q3 | $342K | Buy |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $122K | Buy |
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|
2020
Q4 | $56K | Hold |
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|
2020
Q3 | $52K | Hold |
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|
2020
Q2 | $50K | Sell |
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|
2020
Q1 | $70K | Sell |
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|
2019
Q4 | $88K | Buy |
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|
2019
Q3 | $72K | Hold |
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|
2019
Q2 | $74K | Sell |
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|
2019
Q1 | $97K | Buy |
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|
2018
Q4 | $63K | Hold |
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|
2018
Q3 | $69K | Buy |
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|
2018
Q2 | $34K | Sell |
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|
2018
Q1 | $76K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $471K | Sell |
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|
2016
Q4 | $1.37M | Buy |
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|
2016
Q3 | $1.41M | Sell |
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|
2016
Q2 | $1.61M | Sell |
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|
2016
Q1 | $1.66M | Sell |
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|
2015
Q4 | $1.68M | Buy |
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