Legend Financial Advisors’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
2025 Q3	–	Sell	-12	Closed	-$1.62K	–	166
2025 Q2	$1.62K	Buy	+12	New	+$1.62K	﹤0.01%	158
2025 Q1	–	Sell	-32	Closed	-$4.4K	–	260
2024 Q4	$4.4K	Hold	32	–	–	﹤0.01%	163
2024 Q3	$4.93K	Buy	32 +7	+28%	+$1.06K	﹤0.01%	128
2024 Q2	$3.64K	Buy	25 +3	+14%	+$430	﹤0.01%	202
2024 Q1	$3.25K	Sell	22 -13	-37%	-$1.86K	﹤0.01%	167
2023 Q4	$4.77K	Hold	35	–	–	﹤0.01%	151
2023 Q3	$4.51K	Buy	35 +5	+17%	+$664	﹤0.01%	163
2023 Q2	$3.98K	Buy	30 +25	+500%	+$3.3K	﹤0.01%	188
2023 Q1	$647	Hold	5	–	–	﹤0.01%	226
2022 Q4	$679	Buy	+5	New	+$663	﹤0.01%	238