Modern 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
2025 Q2	$1.11M	Buy	8,201 +327	+4%	+$44.1K	0.03%	349
2025 Q1	$1.15M	Sell	7,874 -607	-7%	-$88.6K	0.04%	288
2024 Q4	$1.17M	Buy	8,481 +6,222	+275%	+$856K	0.04%	242
2024 Q3	$348K	Sell	2,259 -208	-8%	-$32K	0.02%	313
2024 Q2	$360K	Buy	+2,467	New	+$360K	0.03%	269