MPW
MA Private Wealth’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,858
| Closed | -$1.44M | – | 83 |
|
|
2025
Q1 | $1.44M | Sell |
9,858
-712
| -7% | -$104K | 0.27% | 35 |
|
|
2024
Q4 | $1.45M | Sell |
10,570
-903
| -8% | -$124K | 0.27% | 33 |
|
|
2024
Q3 | $1.77M | Sell |
11,473
-510
| -4% | -$78.5K | 0.33% | 32 |
|
|
2024
Q2 | $1.75M | Sell |
11,983
-106
| -0.9% | -$15.4K | 0.35% | 33 |
|
|
2024
Q1 | $1.79M | Sell |
12,089
-112
| -0.9% | -$16.5K | 0.36% | 31 |
|
|
2023
Q4 | $1.66M | Sell |
12,201
-34,909
| -74% | -$4.76M | 0.35% | 31 |
|
|
2023
Q3 | $6.06M | Buy |
+47,110
| New | +$6.06M | 1.43% | 17 |
|