Waterfront Wealth’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
2025
Q2
$243K Hold
1,800
0.05% 243
2025
Q1
$263K Hold
1,800
0.06% 230
2024
Q4
$248K Sell
1,800
-149
-8% -$20.5K 0.06% 232
2024
Q3
$290K Buy
+1,949
New +$290K 0.07% 222