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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$832K Sell
6,175
-32
-0.5% -$4.31K 0.64% 29
2025
Q1 		$906K Sell
6,207
-756
-11% -$110K 0.74% 26
2024
Q4 		$958K Buy
+6,963
New +$958K 0.8% 23