ARS Wealth Advisors Group’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	$309K	Sell	2,105 -215	-9%	-$33.2K	0.03%	160
2025 Q4	$359K	Buy	2,320 +118	+5%	+$17.7K	0.03%	132
2025 Q3	$306K	Sell	2,202 -51	-2%	-$6.9K	0.03%	144
2025 Q2	$304K	Sell	2,253 -6	-0.3%	-$810	0.04%	133
2025 Q1	$330K	Buy	2,259 +108	+5%	+$15.7K	0.05%	114
2024 Q4	$296K	Sell	2,151 -684	-24%	-$100K	0.04%	123
2024 Q3	$437K	Buy	2,835 +43	+2%	+$6.52K	0.05%	107
2024 Q2	$407K	Sell	2,792 -40	-1%	-$5.74K	0.05%	105
2024 Q1	$418K	Buy	+2,832	New	+$406K	0.06%	107
2023 Q1	–	Sell	-1,483	Closed	-$201K	–	146
2022 Q4	$201K	Sell	1,483 -599	-29%	-$79.4K	0.03%	131
2022 Q3	$252K	Buy	2,082 +18	+0.9%	+$2.32K	0.04%	131
2022 Q2	$265K	Buy	2,064 +1	+0%	+$131	0.04%	134
2022 Q1	$283K	Buy	2,063 +200	+11%	+$26.5K	0.05%	107
2021 Q4	$262K	Sell	1,863 -725	-28%	-$96.3K	0.04%	120
2021 Q3	$329K	Buy	+2,588	New	+$342K	0.06%	98