4Wealth Advisors’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
$1.22M Buy
9,022
+606
+7% +$81.7K 1.24% 20
2025
Q1
$1.23M Sell
8,416
-1,716
-17% -$251K 1.34% 19
2024
Q4
$1.39M Buy
+10,132
New +$1.39M 1.4% 16