Kuhn & Co Investment Counsel’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
1,823
-10
-0.5% -$1.35K 0.19% 120
2025
Q1
$268K Buy
+1,833
New +$268K 0.23% 114
2024
Q2
Sell
-1,402
Closed -$207K 128
2024
Q1
$207K Buy
+1,402
New +$207K 0.19% 121