Sugarloaf Wealth Management’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
2024 Q2	–	Sell	-508	Closed	-$75K	–	689
2024 Q1	$75K	Hold	508	–	–	0.02%	253
2023 Q4	$69.3K	Hold	508	–	–	0.02%	252
2023 Q3	$65.4K	Sell	508 -106	-17%	-$14.1K	0.02%	254
2023 Q2	$81.5K	Buy	614 +1	+0.2%	+$132	0.02%	231
2023 Q1	$79.4K	Hold	613	–	–	0.02%	227
2022 Q4	$83.3K	Sell	613 -290	-32%	-$38.4K	0.02%	217
2022 Q3	$110K	Buy	903 +101	+13%	+$13K	0.03%	187
2022 Q2	$103K	Hold	802	–	–	0.03%	183
2022 Q1	$110K	Hold	802	–	–	0.03%	181
2021 Q4	$113K	Buy	802 +1	+0.1%	+$133	0.03%	186
2021 Q3	$102K	Hold	801	–	–	0.03%	192
2021 Q2	$101K	Buy	801 +426	+114%	+$52.2K	0.03%	187
2021 Q1	$93	Sell	375 -425	-53%	-$49.1K	0.03%	199
2020 Q4	$91K	Buy	800 +1	+0.1%	+$109	0.03%	188
2020 Q3	$84K	Hold	799	–	–	0.03%	174
2020 Q2	$80K	Buy	799 +1	+0.1%	+$99	0.03%	183
2020 Q1	$71K	Buy	798 +100	+14%	+$9.71K	0.03%	181
2019 Q4	$71K	Buy	+698	New	+$67.1K	0.03%	219