CPL
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Capital & Planning LLC’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Capital & Planning LLC’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
Q1 		– Sell
-17
Closed -$2.39K – 191
2024
Q4 		$2.39K Buy
+17
New +$2.39K ﹤0.01% 150