FMWA
Forvis Mazars Wealth Advisors’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,018
| Closed | -$204K | – | 412 |
|
|
2025
Q1 | $204K | Buy |
1,018
+28
| +3% | +$5.62K | ﹤0.01% | 384 |
|
|
2024
Q4 | $246K | Sell |
990
-50
| -5% | -$12.4K | 0.01% | 395 |
|
|
2024
Q3 | $250K | Hold |
1,040
| – | – | 0.01% | 405 |
|
|
2024
Q2 | $257K | Hold |
1,040
| – | – | 0.01% | 369 |
|
|
2024
Q1 | $241K | Hold |
1,040
| – | – | 0.01% | 370 |
|
|
2023
Q4 | $234K | Hold |
1,040
| – | – | 0.01% | 365 |
|
|
2023
Q3 | $204K | Hold |
1,040
| – | – | 0.01% | 373 |
|
|
2023
Q2 | $230K | Buy |
1,040
+50
| +5% | +$11.1K | 0.01% | 386 |
|
|
2023
Q1 | $207K | Buy |
+990
| New | +$207K | 0.01% | 390 |
|