WKWM
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Walter & Keenan Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Walter & Keenan Wealth Management’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$229K Hold
1,700
– – 0.07% 144
2025
Q1 		$248K Hold
1,700
– – 0.07% 137
2024
Q4 		$234K Buy
+1,700
New +$234K 0.07% 142