Avitas Wealth Management’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
2024 Q4	$9.22M	Buy	67,019 +51,797	+340%	+$7.58M	1.28%	17
2024 Q3	$2.34M	Sell	15,222 -1,656	-10%	-$251K	0.33%	84
2024 Q2	$2.46M	Buy	16,878 +74	+0.4%	+$10.6K	0.36%	71
2024 Q1	$2.48M	Sell	16,804 -332	-2%	-$47.6K	0.38%	67
2023 Q4	$2.34M	Buy	17,136 +173	+1%	+$22.5K	0.39%	71
2023 Q3	$2.18M	Sell	16,963 -876	-5%	-$116K	0.42%	68
2023 Q2	$2.37M	Buy	17,839 +185	+1%	+$24.4K	0.43%	70
2023 Q1	$2.29M	Buy	17,654 +583	+3%	+$76.2K	0.45%	65
2022 Q4	$2.32M	Buy	17,071 +1,062	+7%	+$141K	0.49%	59
2022 Q3	$1.94M	Buy	16,009 +333	+2%	+$42.9K	0.44%	65
2022 Q2	$2.01M	Buy	15,676 +3,115	+25%	+$408K	0.44%	70
2022 Q1	$1.72M	Buy	12,561 +1,205	+11%	+$160K	0.31%	95
2021 Q4	$1.6M	Sell	11,356 -189	-2%	-$25.1K	0.27%	103
2021 Q3	$1.47M	Sell	11,545 -113	-1%	-$14.9K	0.27%	116
2021 Q2	$1.47M	Sell	11,658 -982	-8%	-$120K	0.26%	119
2021 Q1	$1.48M	Sell	12,640 -3,491	-22%	-$403K	0.29%	113
2020 Q4	$1.83M	Sell	16,131 -159	-1%	-$17.4K	0.37%	111
2020 Q3	$1.72M	Buy	16,290 +382	+2%	+$40.2K	0.48%	83
2020 Q2	$1.59M	Buy	15,908 +226	+1%	+$22.3K	0.53%	71
2020 Q1	$1.39M	Sell	15,682 -2,355	-13%	-$229K	0.63%	62
2019 Q4	$1.84M	Sell	18,037 -158	-0.9%	-$15.2K	0.47%	86
2019 Q3	$1.64M	Sell	18,195 -362	-2%	-$33.1K	0.45%	89
2019 Q2	$1.72M	Buy	18,557 +423	+2%	+$38K	0.48%	91
2019 Q1	$1.66M	Buy	18,134 +38	+0.2%	+$3.43K	0.48%	86
2018 Q4	$1.56M	Buy	18,096 +878	+5%	+$79.5K	0.51%	85
2018 Q3	$1.64M	Sell	17,218 -106	-0.6%	-$9.58K	0.47%	92
2018 Q2	$1.45M	Buy	+17,324	New	+$1.44M	0.45%	95