Cherry Tree Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Cherry Tree Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$93K	Sell
2025 Q2	$115K	Hold
2025 Q1	$125K	Hold
2024 Q4	$118K	Hold
2024 Q3	$132K	Hold
2024 Q2	$125K	Hold
2024 Q1	$126K	Hold
2023 Q4	$117K	Hold
2023 Q3	$110K	Hold
2023 Q2	$113K	Buy