Naples Money 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
$401K Sell
2,603
-112
-4% -$17.3K 0.34% 38
2024
Q2
$393K Buy
2,715
+175
+7% +$25.4K 0.34% 38
2024
Q1
$375K Sell
2,540
-15,457
-86% -$2.28M 0.37% 37
2023
Q4
$2.45M Buy
+17,997
New +$2.45M 2.3% 15