Meridian Financial’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 | $647K | Buy |
4,802
+138
| +3% | +$18.6K | 0.42% | 49 |
|
|
2025
Q1 | $681K | Buy |
4,664
+81
| +2% | +$11.8K | 0.48% | 44 |
|
|
2024
Q4 | $630K | Buy |
4,583
+105
| +2% | +$14.4K | 0.44% | 46 |
|
|
2024
Q3 | $690K | Buy |
4,478
+115
| +3% | +$17.7K | 0.46% | 45 |
|
|
2024
Q2 | $636K | Buy |
4,363
+88
| +2% | +$12.8K | 0.46% | 45 |
|
|
2024
Q1 | $631K | Buy |
4,275
+21
| +0.5% | +$3.1K | 0.47% | 45 |
|
|
2023
Q4 | $580K | Buy |
4,254
+200
| +5% | +$27.3K | 0.46% | 44 |
|
|
2023
Q3 | $522K | Buy |
4,054
+225
| +6% | +$29K | 0.49% | 42 |
|
|
2023
Q2 | $508K | Buy |
3,829
+11
| +0.3% | +$1.46K | 0.46% | 45 |
|
|
2023
Q1 | $494K | Buy |
3,818
+165
| +5% | +$21.4K | 0.48% | 44 |
|
|
2022
Q4 | $496K | Buy |
3,653
+100
| +3% | +$13.6K | 0.52% | 44 |
|
|
2022
Q3 | $430K | Buy |
3,553
+143
| +4% | +$17.3K | 0.5% | 46 |
|
|
2022
Q2 | $437K | Buy |
3,410
+460
| +16% | +$59K | 0.49% | 45 |
|
|
2022
Q1 | $404K | Buy |
2,950
+56
| +2% | +$7.67K | 0.42% | 51 |
|
|
2021
Q4 | $408K | Buy |
+2,894
| New | +$408K | 0.38% | 53 |
|