180 Wealth Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$344K	Buy	2,166 +268	+14%	+$39.9K	0.03%	362
2026 Q1	$278K	Sell	1,898 -220	-10%	-$33.9K	0.03%	375
2025 Q4	$328K	Sell	2,118 -93	-4%	-$13.9K	0.04%	343
2025 Q3	$308K	Buy	2,211 +678	+44%	+$91.7K	0.04%	353
2025 Q2	$207K	Buy	1,533 +86	+6%	+$11.6K	0.03%	394
2025 Q1	$211K	Buy	+1,447	New	+$210K	0.03%	367
2024 Q4	–	Sell	-1,444	Closed	-$222K	–	468
2024 Q3	$222K	Sell	1,444 -52	-3%	-$7.88K	0.04%	386
2024 Q2	$220K	Buy	1,496 +72	+5%	+$10.3K	0.04%	381
2024 Q1	$210K	Buy	+1,424	New	+$204K	0.04%	363
2022 Q3	–	Sell	-1,643	Closed	-$213K	–	390
2022 Q2	$213K	Hold	1,643	–	–	0.05%	324
2022 Q1	$227K	Sell	1,643 -26	-2%	-$3.44K	0.05%	330
2021 Q4	$216K	Sell	1,669 -171	-9%	-$22.7K	0.05%	339
2021 Q3	$235K	Sell	1,840 -30	-2%	-$3.96K	0.05%	331
2021 Q2	$249K	Hold	1,870	–	–	0.06%	309
2021 Q1	$232K	Sell	1,870 -2,528	-57%	-$292K	0.06%	306
2020 Q4	$518K	Buy	4,398 +131	+3%	+$14.3K	0.15%	142
2020 Q3	$454K	Hold	4,267	–	–	0.17%	127
2020 Q2	$452K	Hold	4,267	–	–	0.18%	125
2020 Q1	$374K	Buy	4,267 +272	+7%	+$26.4K	0.19%	133
2019 Q4	$415K	Hold	3,995	–	–	0.17%	149
2019 Q3	$359K	Hold	3,995	–	–	0.16%	165
2019 Q2	$365K	Buy	3,995 +175	+5%	+$15.7K	0.16%	154
2019 Q1	$339K	Buy	+3,820	New	+$344K	0.15%	169
2018 Q1	–	Sell	-2,581	Closed	-$213K	–	255
2017 Q4	$213K	Buy	+2,581	New	+$213K	0.11%	221

Other funds holding XLV