Beacon Bridge Wealth 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
2025
Q2
$454K Buy
+3,365
New +$454K 0.18% 63
2024
Q3
Sell
-3,913
Closed -$570K 98
2024
Q2
$570K Buy
3,913
+679
+21% +$99K 0.26% 59
2024
Q1
$478K Buy
3,234
+547
+20% +$80.8K 0.23% 65
2023
Q4
$366K Buy
+2,687
New +$366K 0.18% 67