Shulman DeMeo Asset Management’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 | $222K | Sell |
|
|||||
|
2025
Q2 | $222K | Sell |
|
|||||
|
2025
Q1 | $249K | Sell |
|
|||||
|
2024
Q4 | $280K | Buy |
|
|||||
|
2024
Q3 | $272K | Buy |
|
|||||
|
2024
Q2 | $253K | Hold |
|
|||||
|
2024
Q1 | $257K | Sell |
|
|||||
|
2023
Q4 | $314K | Buy |
|
|||||
|
2023
Q3 | $223K | Buy |
|
|||||
|
2023
Q2 | $229K | Sell |
|
|||||
|
2023
Q1 | $414K | Buy |
|
|||||
|
2022
Q4 | $434K | Buy |
|
|||||
|
2022
Q3 | $379K | Buy |
|
|||||
|
2022
Q2 | $400K | Sell |
|
|||||
|
2022
Q1 | $688K | Buy |
|
|||||
|
2021
Q4 | $706K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $612K | Sell |
|
|||||
|
2021
Q1 | $631K | Sell |
|
|||||
|
2020
Q4 | $613K | Buy |
|
|||||
|
2020
Q3 | $429K | Buy |
|
|||||
|
2020
Q2 | $395K | Sell |
|
|||||
|
2020
Q1 | $380K | Sell |
|
|||||
|
2019
Q4 | $606K | Buy |
|
|||||
|
2019
Q3 | $402K | Buy |
|
|||||
|
2019
Q2 | $412K | Sell |
|
|||||
|
2019
Q1 | $432K | Sell |
|
|||||
|
2018
Q4 | $427K | Buy |
|