Magnolia Capital Advisors’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 | $350K | Sell |
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|
2025
Q2 | $357K | Sell |
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|
2025
Q1 | $413K | Hold |
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|
2024
Q4 | $389K | Buy |
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|
2024
Q3 | $290K | Sell |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $996K | Buy |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $565K | Buy |
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|
2023
Q1 | $516K | Buy |
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|
2022
Q4 | $402K | Buy |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | $342K | Sell |
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|
2021
Q2 | $339K | Sell |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $276K | Hold |
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|
2020
Q3 | $257K | Sell |
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|
2020
Q2 | $256K | Hold |
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|
2020
Q1 | $227K | Buy |
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