Avaii Wealth 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
2023
Q4
Sell
-2,186
Closed -$281K 157
2023
Q3
$281K Buy
2,186
+3
+0.1% +$386 0.21% 104
2023
Q2
$290K Buy
+2,183
New +$290K 0.22% 102