WJ Wealth Management’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
2023
Q2
Sell
-2,238
Closed -$290K 70
2023
Q1
$290K Sell
2,238
-63,208
-97% -$8.18M 0.2% 42
2022
Q4
$8.89M Buy
65,446
+18,212
+39% +$2.47M 5.16% 11
2022
Q3
$5.73M Buy
+47,234
New +$5.73M 3.59% 13