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Portland Financial Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Portland Financial Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Hold
1,538
– – 0.5% 65
2025
Q1 		$225K Sell
1,538
-270
-15% -$39.4K 0.57% 59
2024
Q4 		$249K Buy
+1,808
New +$249K 0.67% 53