Trail Ridge Investment 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
Q2
Sell
-1,928
Closed -$250K 125
2023
Q1
$250K Buy
+1,928
New +$250K 0.16% 105