Morton Brown Family Wealth’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 | $45.5K | Buy |
338
+1
| +0.3% | +$135 | 0.01% | 114 |
|
|
2025
Q1 | $49.2K | Buy |
337
+91
| +37% | +$13.3K | 0.02% | 104 |
|
|
2024
Q4 | $33.8K | Buy |
246
+1
| +0.4% | +$138 | 0.01% | 123 |
|
|
2024
Q3 | $37.7K | Buy |
245
+1
| +0.4% | +$154 | 0.01% | 107 |
|
|
2024
Q2 | $35.9K | Buy |
244
+1
| +0.4% | +$147 | 0.01% | 104 |
|
|
2024
Q1 | $35.9K | Sell |
243
-89
| -27% | -$13.2K | 0.01% | 99 |
|
|
2023
Q4 | $45.2K | Buy |
332
+91
| +38% | +$12.4K | 0.02% | 107 |
|
|
2023
Q3 | $31K | Buy |
241
+1
| +0.4% | +$129 | 0.02% | 95 |
|
|
2023
Q2 | $31.9K | Buy |
240
+1
| +0.4% | +$133 | 0.02% | 92 |
|
|
2023
Q1 | $31K | Buy |
239
+1
| +0.4% | +$130 | 0.02% | 91 |
|
|
2022
Q4 | $32.4K | Buy |
238
+1
| +0.4% | +$136 | 0.02% | 86 |
|
|
2022
Q3 | $29K | Buy |
237
+1
| +0.4% | +$122 | 0.02% | 82 |
|
|
2022
Q2 | $30K | Buy |
236
+1
| +0.4% | +$127 | 0.02% | 81 |
|
|
2022
Q1 | $32K | Hold |
235
| – | – | 0.02% | 82 |
|
|
2021
Q4 | $33K | Buy |
+235
| New | +$33K | 0.03% | 86 |
|