CFA
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CWS Financial Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History

CWS Financial Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-563
Closed -$72.5K – 180
2023
Q3 		$72.5K Buy
+563
New +$72.5K 0.03% 156