Holistic Planning’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	$987K	Buy	7,323 +736	+11%	+$99.2K	0.28%	70
2025 Q1	$962K	Buy	6,587 +342	+5%	+$49.9K	0.33%	63
2024 Q4	$859K	Buy	6,245 +4,817	+337%	+$663K	0.31%	64
2024 Q3	$220K	Buy	+1,428	New	+$220K	0.09%	144