Pines 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
$577K Buy
4,259
+197
+5% +$26.7K 0.2% 117
2025
Q1
$540K Buy
4,062
+358
+10% +$47.6K 0.25% 100
2024
Q4
$517K Buy
+3,704
New +$517K 0.23% 114