MGB Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Sell |
3,506
-580
| -14% | -$77.9K | 0.16% | 127 |
|
|
2025
Q1 | $593K | Buy |
4,086
+147
| +4% | +$21.3K | 0.21% | 106 |
|
|
2024
Q4 | $541K | Buy |
3,939
+1
| +0% | +$137 | 0.17% | 107 |
|
|
2024
Q3 | $604K | Hold |
3,938
| – | – | 0.22% | 97 |
|
|
2024
Q2 | $582K | Buy |
3,938
+2
| +0.1% | +$295 | 0.22% | 104 |
|
|
2024
Q1 | $581K | Buy |
3,936
+1
| +0% | +$148 | 0.24% | 101 |
|
|
2023
Q4 | $537K | Buy |
+3,935
| New | +$537K | 0.27% | 104 |
|