Northwest Financial 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
2024
Q4
Sell
-615
Closed -$94.7K 557
2024
Q3
$94.7K Buy
+615
New +$94.7K 0.08% 162
2024
Q1
Sell
-494
Closed -$67.4K 552
2023
Q4
$67.4K Buy
+494
New +$67.4K 0.06% 180