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Confluence Wealth Services’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Confluence Wealth Services’s Portfolio XLV Stock Details XLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,480
Closed -$361K – 379
2024
Q2 		$361K Buy
+2,480
New +$361K 0.03% 269
2022
Q1 		– Sell
-367
Closed -$51K – 1201
2021
Q4 		$51K Buy
+367
New +$51K 0.02% 474