Jamison Private 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
2024 Q4	–	Sell	-1,016	Closed	-$156K	–	492
2024 Q3	$156K	Hold	1,016	–	–	0.02%	203
2024 Q2	$148K	Buy	+1,016	New	+$148K	0.02%	192