Tortoise Investment 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
Q2 | $95.7K | Hold |
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|
2025
Q1 | $104K | Hold |
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|
2024
Q4 | $97.7K | Hold |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $103K | Sell |
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|
2024
Q1 | $182K | Buy |
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|
2023
Q4 | $96.8K | Buy |
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|
2023
Q3 | $9.66K | Hold |
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|
2023
Q2 | $9.96K | Sell |
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|
2023
Q1 | $39.4K | Hold |
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|
2022
Q4 | $41.3K | Hold |
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|
2022
Q3 | $37K | Buy |
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|
2022
Q2 | $10K | Hold |
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|
2022
Q1 | $10K | Hold |
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|
2021
Q4 | $11K | Hold |
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|
2021
Q3 | $10K | Sell |
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|
2021
Q2 | $26K | Buy |
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|
2021
Q1 | $9K | Hold |
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|
2020
Q4 | $9K | Hold |
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|
2020
Q3 | $8K | Hold |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $8K | Hold |
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|
2019
Q3 | $7K | Hold |
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|
2019
Q2 | $7K | Hold |
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|
2019
Q1 | $7K | Hold |
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|
2018
Q4 | $6K | Hold |
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|
2018
Q3 | $7K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Hold |
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|
2017
Q3 | $6K | Hold |
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|
2017
Q2 | $6K | Hold |
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|
2017
Q1 | $6K | Hold |
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|
2016
Q4 | $5K | Hold |
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|
2016
Q3 | $5K | Hold |
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|
2016
Q2 | $5K | Hold |
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|
2016
Q1 | $5K | Sell |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $15K | Hold |
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|
2015
Q2 | $17K | Hold |
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|
2015
Q1 | $16K | Hold |
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|
2014
Q4 | $15K | Buy |
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|
2014
Q3 | $10K | Hold |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $9K | Hold |
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|
2013
Q4 | $8K | Hold |
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|
2013
Q3 | $8K | Hold |
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|
2013
Q2 | $7K | Buy |
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