MAWCM
Mine & Arao Wealth Creation & Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,000
| Closed | -$148K | – | 374 |
|
|
2024
Q1 | $148K | Hold |
1,000
| – | – | 0.07% | 85 |
|
|
2023
Q4 | $136K | Hold |
1,000
| – | – | 0.07% | 85 |
|
|
2023
Q3 | $129K | Hold |
1,000
| – | – | 0.08% | 83 |
|
|
2023
Q2 | $133K | Hold |
1,000
| – | – | 0.08% | 87 |
|
|
2023
Q1 | $129K | Sell |
1,000
-2
| -0.2% | -$259 | 0.08% | 89 |
|
|
2022
Q4 | $136K | Hold |
1,002
| – | – | 0.1% | 79 |
|
|
2022
Q3 | $121K | Hold |
1,002
| – | – | 0.09% | 82 |
|
|
2022
Q2 | $128K | Buy |
1,002
+2
| +0.2% | +$255 | 0.09% | 85 |
|
|
2022
Q1 | $137K | Hold |
1,000
| – | – | 0.08% | 89 |
|
|
2021
Q4 | $141K | Hold |
1,000
| – | – | 0.08% | 91 |
|
|
2021
Q3 | $127K | Hold |
1,000
| – | – | 0.08% | 90 |
|
|
2021
Q2 | $126K | Hold |
1,000
| – | – | 0.08% | 91 |
|
|
2021
Q1 | $117K | Hold |
1,000
| – | – | 0.08% | 93 |
|
|
2020
Q4 | $113K | Hold |
1,000
| – | – | 0.08% | 89 |
|
|
2020
Q3 | $105K | Buy |
1,000
+280
| +39% | +$29.4K | 0.09% | 82 |
|
|
2020
Q2 | $72K | Hold |
720
| – | – | 0.07% | 97 |
|
|
2020
Q1 | $64K | Hold |
720
| – | – | 0.07% | 95 |
|
|
2019
Q4 | $73K | Buy |
+720
| New | +$73K | 0.07% | 105 |
|