MWM
MinichMacGregor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,969
| Closed | -$288K | – | 146 |
|
|
2025
Q1 | $288K | Buy |
1,969
+7
| +0.4% | +$1.02K | 0.06% | 98 |
|
|
2024
Q4 | $270K | Buy |
1,962
+508
| +35% | +$69.9K | 0.06% | 104 |
|
|
2024
Q3 | $224K | Buy |
1,454
+5
| +0.3% | +$770 | 0.05% | 105 |
|
|
2024
Q2 | $211K | Buy |
1,449
+5
| +0.3% | +$729 | 0.05% | 98 |
|
|
2024
Q1 | $212K | Buy |
+1,444
| New | +$212K | 0.05% | 99 |
|
|
2023
Q1 | – | Sell |
-146
| Closed | -$19.8K | – | 674 |
|
|
2022
Q4 | $19.8K | Buy |
+146
| New | +$19.8K | 0.01% | 321 |
|
|
2020
Q2 | – | Sell |
-11,037
| Closed | -$1.07M | – | 125 |
|
|
2020
Q1 | $1.07M | Buy |
+11,037
| New | +$1.07M | 0.96% | 29 |
|