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Cox Capital Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Cox Capital 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
Q1 		– Sell
-6,765
Closed -$923K – 85
2023
Q4 		$923K Buy
+6,765
New +$923K 0.6% 57