The Family Firm’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $472K | Buy |
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|
2024
Q3 | $301K | Buy |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $264K | Buy |
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|
2023
Q3 | $248K | Buy |
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|
2023
Q2 | $200K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $492K | Sell |
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|
2022
Q1 | $565K | Buy |
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|
2021
Q4 | $579K | Sell |
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|
2021
Q3 | $575K | Sell |
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|
2021
Q2 | $614K | Buy |
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|
2021
Q1 | $567K | Buy |
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|
2020
Q4 | $566K | Buy |
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|
2020
Q3 | $509K | Buy |
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|
2020
Q2 | $481K | Buy |
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|
2020
Q1 | $424K | Buy |
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|
2019
Q4 | $485K | Sell |
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|
2019
Q3 | $467K | Buy |
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|
2019
Q2 | $478K | Buy |
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|
2019
Q1 | $472K | Buy |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $485K | Sell |
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|
2018
Q2 | $466K | Buy |
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|
2018
Q1 | $414K | Buy |
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|
2017
Q4 | $417K | Buy |
|
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $362K | Buy |
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|
2017
Q1 | $269K | Buy |
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $307K | Buy |
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|
2016
Q2 | $289K | Buy |
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|
2016
Q1 | $272K | Sell |
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|
2015
Q4 | $296K | Sell |
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|
2015
Q3 | $342K | Sell |
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|
2015
Q2 | $407K | Buy |
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|
2015
Q1 | $324K | Buy |
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|
2014
Q4 | $305K | Buy |
|