Midwest Financial Group’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 | $1.19M | Buy |
8,850
+1,962
| +28% | +$264K | 0.63% | 44 |
|
|
2025
Q1 | $1.01M | Buy |
6,888
+90
| +1% | +$13.1K | 0.58% | 41 |
|
|
2024
Q4 | $935K | Sell |
6,798
-91
| -1% | -$12.5K | 0.54% | 44 |
|
|
2024
Q3 | $1.06M | Sell |
6,889
-736
| -10% | -$113K | 0.62% | 38 |
|
|
2024
Q2 | $1.11M | Buy |
7,625
+32
| +0.4% | +$4.66K | 0.71% | 37 |
|
|
2024
Q1 | $1.12M | Buy |
7,593
+255
| +3% | +$37.7K | 0.75% | 35 |
|
|
2023
Q4 | $1M | Sell |
7,338
-100
| -1% | -$13.6K | 0.75% | 35 |
|
|
2023
Q3 | $958K | Sell |
7,438
-124
| -2% | -$16K | 0.81% | 34 |
|
|
2023
Q2 | $1M | Sell |
7,562
-8
| -0.1% | -$1.06K | 0.85% | 28 |
|
|
2023
Q1 | $980K | Buy |
+7,570
| New | +$980K | 0.9% | 28 |
|