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Straight Path Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Straight Path Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,404
Closed -$205K – 120
2025
Q1 		$205K Buy
+1,404
New +$205K 0.08% 101
2024
Q4 		– Sell
-1,305
Closed -$201K – 102
2024
Q3 		$201K Buy
+1,305
New +$201K 0.09% 94