MWM
MGB Wealth Management’s SPDR S&P Transportation ETF XTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-200
| Closed | -$14.8K | – | 324 |
|
|
2025
Q1 | $14.8K | Hold |
200
| – | – | 0.01% | 274 |
|
|
2024
Q4 | $17.3K | Hold |
200
| – | – | 0.01% | 261 |
|
|
2024
Q3 | $16.5K | Sell |
200
-30
| -13% | -$2.47K | 0.01% | 254 |
|
|
2024
Q2 | $18.2K | Hold |
230
| – | – | 0.01% | 252 |
|
|
2024
Q1 | $19.5K | Hold |
230
| – | – | 0.01% | 241 |
|
|
2023
Q4 | $19.2K | Buy |
+230
| New | +$19.2K | 0.01% | 236 |
|