Shum 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 Q1	$829K	Buy	5,677 +19	+0.3%	+$2.77K	0.72%	47
2024 Q4	$778K	Sell	5,658 -17	-0.3%	-$2.34K	0.67%	48
2024 Q3	$839K	Buy	+5,675	New	+$839K	0.7%	47