Retirement Income Solutions’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 Q1	–	Sell	-1,483	Closed	-$204K	–	156
2024 Q4	$204K	Sell	1,483 -807	-35%	-$111K	0.04%	140
2024 Q3	$353K	Buy	2,290 +204	+10%	+$31.4K	0.08%	94
2024 Q2	$304K	Sell	2,086 -687	-25%	-$100K	0.07%	101
2024 Q1	$410K	Buy	+2,773	New	+$410K	0.09%	91