Geometric Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$370K Sell
2025
Q1
$614K Buy
2024
Q4
$378K Hold
2024
Q3
$423K Hold
2024
Q2
$400K Buy