Okabena Investment Services’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Okabena Investment Services’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.81M	Buy
2025 Q1	$1.9M	Buy
2024 Q4	$1.78M	Buy
2024 Q3	$1.85M	Hold
2024 Q2	$1.75M	Hold
2024 Q1	$1.77M	Hold
2023 Q4	$1.63M	Buy
2020 Q2	–	Sell
2020 Q1	$191K	Hold
2019 Q4	$220K	Buy