CWM
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Centricity Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Centricity 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 		$126K Hold
936
– – 0.1% 107
2025
Q1 		$137K Hold
936
– – 0.12% 93
2024
Q4 		$129K Buy
+936
New +$129K 0.12% 96