BWM
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Bernard Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bernard Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$140K Sell
1,040
-64
-6% -$8.63K 0.07% 73
2025
Q1 		$161K Sell
1,104
-8
-0.7% -$1.17K 0.08% 65
2024
Q4 		$153K Buy
+1,112
New +$153K 0.07% 64