Capital Advisors Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$220K Sell
2024
Q2
$230K Sell
2024
Q1
$289K Sell
2023
Q4
$962K Sell
2023
Q3
$930K Sell
2023
Q2
$3.17M Buy
2023
Q1
$3.09M Buy
2022
Q4
$2.8M Buy
2022
Q3
$2.45M Buy