Samalin Investment Counsel’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	$213K	Sell	1,453 -121	-8%	-$18.7K	0.08%	282
2025 Q4	$244K	Buy	1,574 +42	+3%	+$6.29K	0.09%	264
2025 Q3	$213K	Sell	1,532 -117	-7%	-$15.8K	0.07%	292
2025 Q2	$222K	Buy	1,649 +6	+0.4%	+$810	0.09%	283
2025 Q1	$240K	Buy	1,643 +6	+0.4%	+$872	0.1%	271
2024 Q4	$225K	Buy	1,637 +5	+0.3%	+$732	0.1%	254
2024 Q3	$251K	Buy	1,632 +4	+0.2%	+$606	0.11%	243
2024 Q2	$237K	Buy	1,628 +42	+3%	+$6.03K	0.11%	246
2024 Q1	$234K	Buy	1,586 +4	+0.3%	+$574	0.11%	245
2023 Q4	$216K	Sell	1,582 -16	-1%	-$2.08K	0.11%	245
2023 Q3	$206K	Buy	1,598 +2	+0.1%	+$266	0.12%	235
2023 Q2	$212K	Sell	1,596 -75	-4%	-$9.89K	0.11%	236
2023 Q1	$216K	Buy	1,671 +1	+0.1%	+$131	0.13%	214
2022 Q4	$227K	Buy	+1,670	New	+$221K	0.14%	201
2022 Q1	–	Sell	-1,528	Closed	-$215K	–	271
2021 Q4	$215K	Buy	+1,528	New	+$203K	0.13%	216
2020 Q1	–	Sell	-1,076	Closed	-$109K	–	521
2019 Q4	$109K	Buy	+1,076	New	+$103K	0.09%	217