Ipsen Advisor Group’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	$1.1M	Buy	8,133 +36	+0.4%	+$4.85K	0.84%	33
2025 Q1	$1.18M	Buy	8,097 +32	+0.4%	+$4.67K	1.02%	23
2024 Q4	$1.11M	Buy	+8,065	New	+$1.11M	0.95%	26
2022 Q4	$1.11M	Buy	+8,174	New	+$1.11M	1.28%	16