Merriman Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-3,635
Closed -$334K 220
2019
Q1
$334K Buy
+3,635
New +$328K 0.06% 156
2018
Q3
Sell
-8,920
Closed -$744K 186
2018
Q2
$744K Buy
+8,920
New +$739K 0.17% 89
2018
Q1
Sell
-7,368
Closed -$609K 210
2017
Q4
$609K Buy
7,368
+4,062
+123% +$335K 0.15% 105
2017
Q3
$270K Sell
3,306
-2,379
-42% -$191K 0.06% 134
2017
Q2
$450K Sell
5,685
-5,566
-49% -$424K 0.13% 87
2017
Q1
$837K Buy
+11,251
New +$820K 0.2% 84
2015
Q1
Sell
-12,300
Closed -$857K 57
2014
Q4
$857K Buy
+12,300
New +$823K 1.23% 19

Other funds holding XLV