Onyx Bridge Wealth Group’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	–	Sell	-1,320	Closed	-$204K	–	389
2025 Q4	$204K	Buy	+1,320	New	+$198K	0.02%	339
2025 Q3	–	Sell	-1,570	Closed	-$212K	–	381
2025 Q2	$212K	Sell	1,570 -945	-38%	-$128K	0.03%	280
2025 Q1	$367K	Buy	2,515 +25	+1%	+$3.63K	0.05%	191
2024 Q4	$343K	Sell	2,490 -75,425	-97%	-$11M	0.05%	200
2024 Q3	$12M	Buy	77,915 +75,467	+3,083%	+$11.4M	1.81%	13
2024 Q2	$357K	Buy	2,448 +13	+0.5%	+$1.86K	0.06%	187
2024 Q1	$341K	Sell	2,435 -1,392	-36%	-$200K	0.06%	187
2023 Q4	$522K	Sell	3,827 -248	-6%	-$32.3K	0.11%	127
2023 Q3	$525K	Buy	4,075 +46	+1%	+$6.11K	0.12%	126
2023 Q2	$535K	Buy	4,029 +781	+24%	+$103K	0.13%	120
2023 Q1	$421K	Buy	3,248 +3	+0.1%	+$392	0.17%	99
2022 Q4	$440K	Sell	3,245 -134	-4%	-$17.8K	0.18%	88
2022 Q3	$412K	Sell	3,379 -450	-12%	-$58K	0.19%	91
2022 Q2	$497K	Buy	3,829 +261	+7%	+$34.2K	0.22%	67
2022 Q1	$471K	Sell	3,568 -203	-5%	-$26.9K	0.18%	68
2021 Q4	$526K	Buy	3,771 +1,764	+88%	+$234K	0.18%	71
2021 Q3	$255K	Buy	+2,007	New	+$265K	0.1%	119