OPWM
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Oak Point Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Oak Point Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		$1.05M Buy
13,206
+13,181
+52,724% +$1.05M 1.07% 37
2017
Q4 		$2K Buy
+25
New +$2K ﹤0.01% 201