Meristem Family Wealth’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $4.34M | Sell |
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2021
Q4 | $5.94M | Buy |
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2021
Q3 | $5.34M | Buy |
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2021
Q2 | $4.62M | Buy |
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2021
Q1 | $3.33M | Sell |
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2020
Q4 | $3.35M | Hold |
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2020
Q3 | $3.12M | Hold |
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2020
Q2 | $2.96M | Hold |
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2020
Q1 | $2.62M | Hold |
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2019
Q4 | $3.01M | Hold |
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2019
Q3 | $2.66M | Hold |
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2019
Q2 | $2.74M | Sell |
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2019
Q1 | $2.76M | Hold |
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2018
Q4 | $2.6M | Sell |
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2018
Q3 | $3.05M | Buy |
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2018
Q2 | – | Sell |
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2018
Q1 | $2.61M | Hold |
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2017
Q4 | $2.65M | Hold |
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2017
Q3 | $2.62M | Hold |
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2017
Q2 | $2.54M | Hold |
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2017
Q1 | $2.38M | Hold |
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2016
Q4 | $2.21M | Hold |
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2016
Q3 | $2.31M | Hold |
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2016
Q2 | $2.3M | Sell |
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2016
Q1 | $2.22M | Hold |
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2015
Q4 | $2.36M | Hold |
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2015
Q3 | $2.17M | Buy |
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2015
Q2 | $2.42M | Buy |
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2015
Q1 | $2.34M | Buy |
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2014
Q4 | $2.19M | Hold |
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2014
Q3 | $2.05M | Hold |
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2014
Q2 | $1.95M | Hold |
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2014
Q1 | $1.87M | Sell |
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2013
Q4 | $2.27M | Hold |
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2013
Q3 | $2.07M | Hold |
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2013
Q2 | $1.95M | Buy |
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