Meristem Family Wealth’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $2.99M | Sell |
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2021
Q4 | $3.5M | Hold |
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2021
Q3 | $3.36M | Buy |
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2021
Q2 | $2.66M | Sell |
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2021
Q1 | $2.56M | Sell |
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2020
Q4 | $2.33M | Hold |
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2020
Q3 | $1.9M | Hold |
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2020
Q2 | $1.83M | Hold |
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2020
Q1 | $1.65M | Hold |
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2019
Q4 | $2.43M | Sell |
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2019
Q3 | $2.23M | Sell |
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2019
Q2 | $2.22M | Buy |
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2019
Q1 | $2.06M | Hold |
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2018
Q4 | $1.91M | Sell |
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2018
Q3 | $2.75M | Sell |
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2018
Q2 | $2.65M | Buy |
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2018
Q1 | $2.75M | Sell |
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2017
Q4 | $2.9M | Sell |
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2017
Q3 | $2.69M | Sell |
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2017
Q2 | $2.57M | Sell |
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2017
Q1 | $2.61M | Sell |
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2016
Q4 | $2.56M | Buy |
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2016
Q3 | $2.12M | Sell |
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2016
Q2 | $2.52M | Sell |
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2016
Q1 | $2.48M | Buy |
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2015
Q4 | $2.62M | Buy |
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2015
Q3 | $2.48M | Hold |
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2015
Q2 | $2.67M | Sell |
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2015
Q1 | $2.64M | Hold |
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2014
Q4 | $2.71M | Sell |
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2014
Q3 | $2.57M | Hold |
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2014
Q2 | $2.53M | Hold |
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2014
Q1 | $2.48M | Sell |
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2013
Q4 | $2.6M | Hold |
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2013
Q3 | $2.37M | Hold |
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2013
Q2 | $2.32M | Buy |
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