Symphony Financial Services’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	$243K	Sell	1,804 -516	-22%	-$69.5K	0.15%	74
2025 Q1	$339K	Buy	2,320 +491	+27%	+$71.7K	0.22%	54
2024 Q4	$252K	Sell	1,829 -804	-31%	-$111K	0.2%	65
2024 Q3	$376K	Buy	2,633 +196	+8%	+$28K	0.32%	50
2024 Q2	$382K	Buy	+2,437	New	+$382K	0.33%	51