CSWM
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Cassady Schiller Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Cassady Schiller 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
2024
Q4 		$6.6K Hold
48
– – ﹤0.01% 378
2024
Q3 		$7.39K Hold
48
– – ﹤0.01% 332
2024
Q2 		$7K Hold
48
– – ﹤0.01% 334
2024
Q1 		$7.09K Buy
+48
New +$7.09K ﹤0.01% 351