Lake Point Wealth Management’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
2022
Q2
$2K Buy
+15
New +$2K ﹤0.01% 352
2019
Q2
$21K Hold
226
0.01% 238
2019
Q1
$21K Buy
+226
New +$21K 0.01% 238