MWM
MGB Wealth Management’s SPDR S&P Semiconductor ETF XSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.22M | Sell |
32,042
-510
| -2% | -$131K | 2.71% | 7 |
|
|
2025
Q1 | $6.54M | Sell |
32,552
-442
| -1% | -$88.8K | 2.36% | 7 |
|
|
2024
Q4 | $8.2M | Buy |
32,994
+4,097
| +14% | +$1.02M | 2.55% | 5 |
|
|
2024
Q3 | $6.95M | Sell |
28,897
-1,717
| -6% | -$413K | 2.52% | 5 |
|
|
2024
Q2 | $8.13M | Sell |
30,614
-85
| -0.3% | -$22.6K | 3.04% | 4 |
|
|
2024
Q1 | $7.12M | Buy |
30,699
+60
| +0.2% | +$13.9K | 2.89% | 4 |
|
|
2023
Q4 | $6.9M | Buy |
+30,639
| New | +$6.9M | 3.46% | 3 |
|