Steward Partners Investment Solutions’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
2024
Q1
$2.92M Sell
19,797
-870
-4% -$129K 0.49% 49
2023
Q4
$2.82M Buy
+20,667
New +$2.82M 1.18% 17