CWP
Cyndeo Wealth Partners’s Health Care Select Sector SPDR Fund XLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,716
| Closed | -$251K | – | 495 |
|
|
2025
Q1 | $251K | Buy |
+1,716
| New | +$251K | 0.02% | 403 |
|
|
2024
Q4 | – | Sell |
-1,426
| Closed | -$220K | – | 466 |
|
|
2024
Q3 | $220K | Buy |
+1,426
| New | +$220K | 0.02% | 422 |
|
|
2023
Q4 | – | Sell |
-2,189
| Closed | -$282K | – | 381 |
|
|
2023
Q3 | $282K | Buy |
2,189
+149
| +7% | +$19.2K | 0.03% | 286 |
|
|
2023
Q2 | $271K | Hold |
2,040
| – | – | 0.03% | 281 |
|
|
2023
Q1 | $264K | Buy |
2,040
+1
| +0% | +$129 | 0.03% | 279 |
|
|
2022
Q4 | $277K | Buy |
+2,039
| New | +$277K | 0.03% | 265 |
|