Crown Wealth 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	–	Sell	-2,823	Closed	-$437K	–	158
2025 Q4	$437K	Buy	+2,823	New	+$423K	0.12%	75
2024 Q3	–	Sell	-2,021	Closed	-$295K	–	123
2024 Q2	$295K	Sell	2,021 -43	-2%	-$6.17K	0.15%	76
2024 Q1	$305K	Sell	2,064 -137	-6%	-$19.7K	0.16%	71
2023 Q4	$300K	Sell	2,201 -986	-31%	-$128K	0.18%	61
2023 Q3	$410K	Sell	3,187 -647	-17%	-$85.9K	0.31%	39
2023 Q2	$509K	Sell	3,834 -21,719	-85%	-$2.86M	0.4%	32
2023 Q1	$3.31M	Sell	25,553 -9,860	-28%	-$1.29M	2.77%	11
2022 Q4	$4.81M	Buy	35,413 +6,004	+20%	+$796K	4.52%	7
2022 Q3	$3.56M	Buy	29,409 +16,598	+130%	+$2.14M	3.65%	8
2022 Q2	$1.64M	Buy	12,811 +2,316	+22%	+$304K	1.49%	17
2022 Q1	$1.44M	Buy	10,495 +1,181	+13%	+$156K	1%	23
2021 Q4	$1.31M	Buy	+9,314	New	+$1.24M	1.22%	20