TWA
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TPB Wealth Advisors’s Health Care Select Sector SPDR Fund XLV Stock Holding History

TPB Wealth 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
2022
Q1 		– Sell
-1,745
Closed -$246K – 52
2021
Q4 		$246K Buy
+1,745
New +$246K 0.12% 43