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Optivise Advisory Services’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Optivise Advisory Services’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,567
Closed -$241K – 191
2024
Q3 		$241K Hold
1,567
– – 0.13% 145
2024
Q2 		$228K Buy
+1,567
New +$228K 0.12% 162