Liberty Wealth Management’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
2021 Q4	–	Sell	-786	Closed	-$100K	–	1126
2021 Q3	$100K	Buy	786 +432	+122%	+$57.1K	0.04%	288
2021 Q2	$45K	Sell	354 -107	-23%	-$13.1K	0.02%	346
2021 Q1	$53K	Hold	461	–	–	0.03%	275
2020 Q4	$53K	Sell	461 -94	-17%	-$10.3K	0.03%	272
2020 Q3	$59K	Buy	555 +320	+136%	+$33.7K	0.03%	208
2020 Q2	$23K	Hold	235	–	–	0.02%	360
2020 Q1	$21K	Sell	235 -624	-73%	-$60.6K	0.02%	353
2019 Q4	$87K	Sell	859 -245	-22%	-$23.6K	0.07%	177
2019 Q3	$100K	Sell	1,104 -1,060	-49%	-$96.8K	0.09%	150
2019 Q2	$201K	Buy	2,164 +460	+27%	+$41.4K	0.18%	106
2019 Q1	$156K	Sell	1,704 -146	-8%	-$13.2K	0.12%	101
2018 Q4	$160K	Buy	+1,850	New	+$167K	0.12%	96