Moller Wealth Partners’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
Q4
Sell
-3,273
Closed -$504K 69
2024
Q3
$504K Sell
3,273
-107
-3% -$16.5K 0.13% 41
2024
Q2
$493K Buy
+3,380
New +$493K 0.13% 41