SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Blue Zone Wealth Advisors, LLC's Holding History (CIK: 0001803106)

Note: Option positions (PUT/CALL) are excluded.

Q3 2024
Shares 1,331 Value ($000) $205 Avg Close Range
Q4 2023
Shares 5,344 Value ($000) $729 Avg Close Range
Q3 2023
Shares 5,343 Value ($000) $688 Avg Close Range
Q2 2023
Shares 5,528 Value ($000) $734 Avg Close Range
Q1 2023
Shares 5,616 Value ($000) $727 Avg Close Range
Q4 2022
Shares 9,273 Value ($000) $1,260 Avg Close Range
Q3 2022
Shares 10,062 Value ($000) $1,219 Avg Close Range
Q2 2022
Shares 28,359 Value ($000) $3,637 Avg Close Range
Q1 2022
Shares 38,044 Value ($000) $5,212 Avg Close Range
Q4 2021
Shares 42,579 Value ($000) $5,999 Avg Close Range
Q3 2021
Shares 41,861 Value ($000) $5,329 Avg Close Range
Q2 2021
Shares 42,074 Value ($000) $5,299 Avg Close Range
Q1 2021
Shares 43,018 Value ($000) $5,022 Avg Close Range
Q4 2020
Shares 44,376 Value ($000) $5,034 Avg Close Range
Q3 2020
Shares 44,310 Value ($000) $4,674 Avg Close Range
Q2 2020
Shares 53,641 Value ($000) $5,368 Avg Close Range
Q1 2020
Shares 39,094 Value ($000) $3,463 Avg Close Range
Q4 2019
Shares 34,909 Value ($000) $3,556 Avg Close Range