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Diversify Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Diversify Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,503
Closed -$209K – 555
2025
Q1 		$209K Sell
1,503
-5,905
-80% -$822K 0.02% 490
2024
Q4 		$1.03M Buy
+7,408
New +$1.03M 0.08% 215