Means Investment Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $23M | Buy |
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|
2025
Q2 | $19.2M | Buy |
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|
2025
Q1 | $15.6M | Buy |
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|
2024
Q4 | $6.55M | Buy |
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|
2024
Q3 | $6.21M | Buy |
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|
2024
Q2 | $4.86M | Buy |
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|
2024
Q1 | $3.21M | Buy |
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|
2023
Q4 | $1.89M | Sell |
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|
2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $1.97M | Buy |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $168K | Buy |
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