Dumont & Blake Investment Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Dumont & Blake Investment Advisors’s Portfolio XLV Stock Details XLV Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$679K	Sell
2025 Q1	$747K	Buy
2024 Q4	$293K	Buy
2024 Q3	$312K	Sell
2024 Q2	$589K	Buy
2024 Q1	$298K	Buy
2015 Q1	–	Sell
2014 Q4	$1.01M	Buy
2014 Q3	$935K	Buy