Lionsbridge 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
2024
Q3
Sell
-16,940
Closed -$2.47M 80
2024
Q2
$2.47M Sell
16,940
-155
-0.9% -$22.6K 1.98% 18
2024
Q1
$2.53M Buy
+17,095
New +$2.53M 1.95% 22