Wealth Dimensions Group’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$238K Hold
2024
Q4
$225K Hold
2024
Q3
$252K Hold
2024
Q2
$238K Hold
2024
Q1
$241K Hold
2023
Q4
$223K Buy