Fonville 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
2025
Q2
Sell
-1,449
Closed -$205K 129
2025
Q1
$205K Buy
+1,449
New +$205K 0.06% 117
2024
Q4
Sell
-2,279
Closed -$351K 117
2024
Q3
$351K Buy
+2,279
New +$351K 0.12% 82