Consolidated Planning Corp’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-2,291
Closed -$295K 185
2023
Q3
$295K Sell
2,291
-9,583
-81% -$1.23M 0.07% 123
2023
Q2
$1.58M Buy
+11,874
New +$1.58M 0.33% 76