Advyzon Investment Management’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
$1.76M Buy
13,088
+1,170
+10% +$158K 0.39% 53
2025
Q1
$1.74M Buy
11,918
+92
+0.8% +$13.4K 0.62% 28
2024
Q4
$1.63M Buy
+11,826
New +$1.63M 0.63% 31