Mission Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $753K | Sell |
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|
2025
Q2 | $738K | Sell |
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|
2025
Q1 | $807K | Buy |
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|
2024
Q4 | $603K | Sell |
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|
2024
Q3 | $743K | Buy |
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|
2024
Q2 | $607K | Sell |
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|
2024
Q1 | $627K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $211K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $339K | Sell |
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|
2020
Q2 | $359K | Buy |
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