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

Kingswood Wealth Advisors’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	$620K	Sell
2025 Q2	$737K	Buy
2025 Q1	$773K	Sell
2024 Q4	$1.01M	Buy
2024 Q3	$1.06M	Buy
2024 Q2	$807K	Buy
2024 Q1	$780K	Sell
2023 Q4	$859K	Buy
2023 Q3	$1.61M	Sell
2023 Q2	$1M	Buy