Alteri 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
$256K Sell
1,898
-366
-16% -$49.3K 0.1% 224
2025
Q1
$331K Sell
2,264
-835
-27% -$122K 0.15% 172
2024
Q4
$426K Buy
+3,099
New +$426K 0.12% 141