Curtis Advisory 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	-1,384	Closed	-$214K	–	122
2025 Q4	$214K	Sell	1,384 -230	-14%	-$34.4K	0.04%	112
2025 Q3	$225K	Hold	1,614	–	–	0.05%	103
2025 Q2	$218K	Hold	1,614	–	–	0.05%	102
2025 Q1	$236K	Hold	1,614	–	–	0.07%	95
2024 Q4	$222K	Hold	1,614	–	–	0.06%	94
2024 Q3	$249K	Hold	1,614	–	–	0.07%	88
2024 Q2	$235K	Hold	1,614	–	–	0.08%	84
2024 Q1	$238K	Sell	1,614 -1,080	-40%	-$155K	0.09%	85
2023 Q4	$367K	Buy	2,694 +442	+20%	+$57.5K	0.17%	69
2023 Q3	$290K	Hold	2,252	–	–	0.1%	71
2023 Q2	$299K	Hold	2,252	–	–	0.1%	70
2023 Q1	$292K	Sell	2,252 -393	-15%	-$51.3K	0.11%	71
2022 Q4	$359K	Buy	2,645 +43	+2%	+$5.7K	0.14%	64
2022 Q3	$315K	Hold	2,602	–	–	0.13%	68
2022 Q2	$334K	Buy	2,602 +107	+4%	+$14K	0.13%	62
2022 Q1	$342K	Sell	2,495 -156	-6%	-$20.7K	0.12%	61
2021 Q4	$373K	Buy	2,651 +109	+4%	+$14.5K	0.12%	61
2021 Q3	$324K	Buy	2,542 +290	+13%	+$38.3K	0.12%	59
2021 Q2	$284K	Hold	2,252	–	–	0.12%	62
2021 Q1	$263K	Hold	2,252	–	–	0.12%	60
2020 Q4	$255K	Buy	+2,252	New	+$246K	0.12%	56