MGB Wealth Management’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
$404K Sell
2025
Q2
$471K Sell
2025
Q1
$593K Buy
2024
Q4
$541K Buy
2024
Q3
$604K Hold
2024
Q2
$582K Buy
2024
Q1
$581K Buy
2023
Q4
$537K Buy