WLIM
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White Lighthouse Investment Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

White Lighthouse Investment 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
2024
Q4 		– Sell
-1,850
Closed -$285K – 138
2024
Q3 		$285K Hold
1,850
– – 0.05% 113
2024
Q2 		$270K Hold
1,850
– – 0.05% 108
2024
Q1 		$273K Hold
1,850
– – 0.06% 109
2023
Q4 		$252K Buy
+1,850
New +$252K 0.06% 109