Synergy Investment Management’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	-116	Closed	-$17K	–	582
2025 Q1	$17K	Sell	116 -1	-0.9%	-$146	0.01%	331
2024 Q4	$16K	Buy	+117	New	+$16K	0.01%	345