Curi Wealth Management’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
2022
Q1
Sell
-40
Closed -$5K 678
2021
Q4
$5K Buy
+40
New +$5K ﹤0.01% 385
2021
Q1
Sell
-173
Closed -$19K 507
2020
Q4
$19K Buy
+173
New +$19K 0.01% 206