Alpha Financial Partners’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
2023
Q4
Sell
-1,839
Closed -$237K 96
2023
Q3
$237K Buy
1,839
+2
+0.1% +$257 0.27% 69
2023
Q2
$244K Sell
1,837
-123
-6% -$16.3K 0.26% 81
2023
Q1
$254K Sell
1,960
-250
-11% -$32.4K 0.29% 76
2022
Q4
$300K Buy
+2,210
New +$300K 0.36% 54