My Personal CFO LLC’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
2026 Q1	$360K	Buy	2,459 +7	+0.3%	+$1.08K	0.16%	69
2025 Q4	$380K	Buy	+2,452	New	+$367K	0.16%	71
2025 Q3	–	Sell	-3,326	Closed	-$448K	–	159
2025 Q2	$448K	Buy	3,326 +7	+0.2%	+$945	0.2%	62
2025 Q1	$485K	Sell	3,319 -51	-2%	-$7.41K	0.24%	58
2024 Q4	$464K	Buy	3,370 +7	+0.2%	+$1.02K	0.24%	60
2024 Q3	$518K	Buy	3,363 +6	+0.2%	+$909	0.28%	58
2024 Q2	$489K	Buy	3,357 +6	+0.2%	+$861	0.26%	62
2024 Q1	$495K	Sell	3,351 -37	-1%	-$5.31K	0.29%	64
2023 Q4	$462K	Buy	3,388 +7	+0.2%	+$911	0.3%	62
2023 Q3	$435K	Sell	3,381 -6	-0.2%	-$797	0.35%	55
2023 Q2	$450K	Buy	3,387 +862	+34%	+$114K	0.35%	54
2023 Q1	$327K	Buy	2,525 +2,523	+126,150%	+$330K	0.28%	57
2022 Q4	$334K	Hold	2	–	–	0.31%	52
2022 Q3	$306K	Sell	2 -2,446	-100%	-$315K	0.46%	47
2022 Q2	$314K	Buy	2,448 +6	+0.2%	+$786	0.4%	42
2022 Q1	$335K	Buy	2,442 +4	+0.2%	+$530	0.35%	42
2021 Q4	$343K	Buy	+2,438	New	+$324K	0.3%	46