Shum Financial Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Shum Financial Group’s Portfolio XLV Stock Details XLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$803K	Buy
2025 Q1	$829K	Buy
2024 Q4	$778K	Sell
2024 Q3	$839K	Buy