Rooted Wealth Advisors’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
2023
Q3
Sell
-12,352
Closed -$1.63M 88
2023
Q2
$1.63M Buy
+12,352
New +$1.63M 1.1% 24