Kagan Cocozza Asset Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Kagan Cocozza Asset Management’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$780K	Sell
2025 Q2	$832K	Sell
2025 Q1	$906K	Sell
2024 Q4	$958K	Buy