MWA
MFA Wealth Advisors’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 | $8.67M | Buy |
64,306
+312
| +0.5% | +$42.1K | 2.03% | 14 |
|
|
2025
Q1 | $9.34M | Buy |
63,994
+3,375
| +6% | +$493K | 2.31% | 13 |
|
|
2024
Q4 | $8.34M | Buy |
60,619
+6,566
| +12% | +$903K | 2.13% | 15 |
|
|
2024
Q3 | $8.33M | Sell |
54,053
-3,131
| -5% | -$482K | 1.82% | 17 |
|
|
2024
Q2 | $8.33M | Buy |
57,184
+1,177
| +2% | +$172K | 1.82% | 19 |
|
|
2024
Q1 | $8.27M | Sell |
56,007
-488
| -0.9% | -$72.1K | 2.18% | 15 |
|
|
2023
Q4 | $7.7M | Buy |
56,495
+1,528
| +3% | +$208K | 2.17% | 14 |
|
|
2023
Q3 | $7.08M | Buy |
54,967
+1,611
| +3% | +$207K | 2.2% | 14 |
|
|
2023
Q2 | $7.08M | Buy |
53,356
+1,335
| +3% | +$177K | 2.23% | 16 |
|
|
2023
Q1 | $6.73M | Buy |
52,021
+1,271
| +3% | +$165K | 2.22% | 15 |
|
|
2022
Q4 | $6.89M | Sell |
50,750
-1,230
| -2% | -$167K | 2.5% | 14 |
|
|
2022
Q3 | $6.3M | Buy |
51,980
+947
| +2% | +$115K | 2.33% | 15 |
|
|
2022
Q2 | $6.55M | Buy |
51,033
+1,124
| +2% | +$144K | 2.39% | 15 |
|
|
2022
Q1 | $6.84M | Buy |
+49,909
| New | +$6.84M | 2.18% | 17 |
|