WE
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Wealth Effects’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Wealth Effects’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,596
Closed -$236K – 228
2024
Q1 		$236K Sell
1,596
-946
-37% -$140K 0.09% 176
2023
Q4 		$347K Buy
+2,542
New +$347K 0.13% 140