BerganKDV 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
2023 Q2	$41.7K	Sell	314 -304	-49%	-$40.1K	﹤0.01%	400
2023 Q1	$80K	Buy	618 +89	+17%	+$11.6K	0.01%	335
2022 Q4	$71.9K	Buy	529 +215	+68%	+$28.5K	0.01%	347
2022 Q3	$38K	Hold	314	–	–	﹤0.01%	401
2022 Q2	$40K	Buy	+314	New	+$41.2K	﹤0.01%	407
2022 Q1	–	Sell	-61	Closed	-$9K	–	1115
2021 Q4	$9K	Buy	+61	New	+$8.1K	﹤0.01%	685
2020 Q3	–	Sell	-49	Closed	-$5K	–	1026
2020 Q2	$5K	Sell	49 -180	-79%	-$17.8K	﹤0.01%	640
2020 Q1	$20K	Hold	229	–	–	﹤0.01%	423
2019 Q4	$23K	Hold	229	–	–	﹤0.01%	432
2019 Q3	$21K	Hold	229	–	–	﹤0.01%	425
2019 Q2	$21K	Hold	229	–	–	﹤0.01%	423
2019 Q1	$21K	Hold	229	–	–	﹤0.01%	432
2018 Q4	$20K	Buy	+229	New	+$20.7K	﹤0.01%	400