Lee Financial’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
2024 Q1	–	Sell	-71	Closed	-$9.68K	–	835
2023 Q4	$9.68K	Hold	71	–	–	﹤0.01%	434
2023 Q3	$9.14K	Buy	+71	New	+$9.43K	﹤0.01%	421
2023 Q2	–	Sell	-77	Closed	-$9.97K	–	844
2023 Q1	$9.97K	Buy	+77	New	+$10.1K	﹤0.01%	419
2022 Q4	–	Hold	0	–	–	–	919
2022 Q1	–	Sell	-285	Closed	-$40K	–	981
2021 Q4	$40K	Buy	+285	New	+$37.8K	0.01%	282
2020 Q4	–	Sell	-56	Closed	-$6K	–	557
2020 Q3	$6K	Hold	56	–	–	﹤0.01%	453
2020 Q2	$6K	Hold	56	–	–	﹤0.01%	425
2020 Q1	$5K	Hold	56	–	–	﹤0.01%	384
2019 Q4	$6K	Hold	56	–	–	﹤0.01%	404
2019 Q3	$5K	Sell	56 -183	-77%	-$16.7K	﹤0.01%	424
2019 Q2	$22K	Hold	239	–	–	0.01%	257
2019 Q1	$22K	Buy	+239	New	+$21.5K	0.01%	251