BKM 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
2025 Q2	–	Sell	-1,299	Closed	-$190K	–	161
2025 Q1	$190K	Buy	+1,299	New	+$190K	0.08%	158
2024 Q1	–	Sell	-2,333	Closed	-$318K	–	580
2023 Q4	$318K	Buy	+2,333	New	+$318K	0.14%	127