Paragon Private Wealth 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
2025
Q2
$463K Buy
3,438
+355
+12% +$47.9K 0.18% 134
2025
Q1
$450K Buy
+3,083
New +$450K 0.21% 125