Bennett Associates Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-7,594	Closed	-$1.17M	–	51
2024 Q3	$1.17M	Buy	7,594 +141	+2%	+$21.7K	0.96%	21
2024 Q2	$1.09M	Buy	7,453 +366	+5%	+$53.3K	0.98%	19
2024 Q1	$1.05M	Buy	7,087 +106	+2%	+$15.7K	0.95%	19
2023 Q4	$952K	Buy	+6,981	New	+$952K	0.93%	18