Moss Adams Wealth Advisors’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
2023
Q4
Sell
-2,427
Closed -$312K 183
2023
Q3
$312K Hold
2,427
0.11% 65
2023
Q2
$322K Sell
2,427
-10
-0.4% -$1.33K 0.11% 61
2023
Q1
$315K Buy
2,437
+10
+0.4% +$1.29K 0.11% 62
2022
Q4
$330K Buy
+2,427
New +$330K 0.16% 64