Lee, Danner & Bass’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Lee, Danner & Bass’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	$313K	Buy
2025 Q2	$237K	Hold
2025 Q1	$257K	Hold
2024 Q4	$242K	Buy
2023 Q4	$703K	Hold
2023 Q3	$663K	Buy