Stonehaven Wealth & Tax 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 Q2	–	Sell	-1,453	Closed	-$212K	–	81
2025 Q1	$212K	Sell	1,453 -10	-0.7%	-$1.46K	0.22%	63
2024 Q4	$201K	Buy	+1,463	New	+$201K	0.22%	80