Amplius 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 Q1	$220K	Sell	1,499 -33	-2%	-$5.09K	0.02%	164
2025 Q4	$237K	Buy	+1,532	New	+$229K	0.02%	159
2025 Q3	–	Sell	-1,555	Closed	-$210K	–	208
2025 Q2	$210K	Sell	1,555 -342	-18%	-$46.2K	0.02%	196
2025 Q1	$277K	Buy	1,897 +342	+22%	+$49.7K	0.03%	144
2024 Q4	$214K	Sell	1,555 -306	-16%	-$44.8K	0.02%	167
2024 Q3	$287K	Sell	1,861 -226	-11%	-$34.3K	0.03%	136
2024 Q2	$304K	Buy	2,087 +311	+18%	+$44.6K	0.03%	128
2024 Q1	$262K	Sell	1,776 -2,098	-54%	-$301K	0.03%	145
2023 Q4	$528K	Sell	3,874 -3,812	-50%	-$496K	0.06%	94
2023 Q3	$989K	Sell	7,686 -930	-11%	-$123K	0.13%	67
2023 Q2	$1.14M	Sell	8,616 -542	-6%	-$71.4K	0.15%	63
2023 Q1	$1.19M	Buy	9,158 +189	+2%	+$24.7K	0.17%	63
2022 Q4	$1.22M	Buy	8,969 +3,111	+53%	+$412K	0.19%	61
2022 Q3	$709K	Sell	5,858 -529	-8%	-$68.1K	0.13%	69
2022 Q2	$819K	Buy	6,387 +4,742	+288%	+$622K	0.13%	65
2022 Q1	$225K	Buy	1,645 +33	+2%	+$4.37K	0.03%	160
2021 Q4	$227K	Buy	+1,612	New	+$214K	0.03%	173