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

JPL Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		$332K Sell
2,280
-345
-13% -$50.3K 0.16% 86
2024
Q1 		$388K Buy
2,625
+635
+32% +$93.8K 0.21% 88
2023
Q4 		$271K Buy
+1,990
New +$271K 0.2% 93