Trinity Financial 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
2024
Q3
Sell
-3,086
Closed -$450K 89
2024
Q2
$450K Buy
+3,086
New +$450K 0.2% 48