Park Square Financial Group’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	$269K	Sell	1,993 -5	-0.3%	-$674	0.19%	83
2025 Q1	$292K	Sell	1,998 -90	-4%	-$13.1K	0.23%	61
2024 Q4	$287K	Buy	+2,088	New	+$287K	0.2%	63