Primoris Wealth Advisors’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	$307K	Sell	2,093 -119	-5%	-$18.4K	0.21%	74
2025 Q4	$342K	Buy	2,212 +192	+10%	+$28.8K	0.2%	84
2025 Q3	$281K	Sell	2,020 -286	-12%	-$38.7K	0.18%	84
2025 Q2	$311K	Sell	2,306 -89	-4%	-$12K	0.21%	78
2025 Q1	$350K	Sell	2,395 -395	-14%	-$57.4K	0.27%	72
2024 Q4	$384K	Sell	2,790 -6,771	-71%	-$991K	0.29%	64
2024 Q3	$1.47M	Sell	9,561 -790	-8%	-$120K	1.07%	35
2024 Q2	$1.51M	Buy	10,351 +65	+0.6%	+$9.32K	1.2%	26
2024 Q1	$1.52M	Sell	10,286 -279	-3%	-$40K	1.22%	29
2023 Q4	$1.44M	Sell	10,565 -560	-5%	-$72.8K	1.36%	27
2023 Q3	$1.43M	Sell	11,125 -19,580	-64%	-$2.6M	1.73%	18
2023 Q2	$4.08M	Buy	+30,705	New	+$4.05M	4.47%	6