TWM

Tanglewood Wealth Management’s Health Care Select Sector SPDR Fund XLV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-272,547	Closed	-$37M	–	35
2022 Q4	$37M	Buy	272,547 +3,899	+1%	+$530K	5.55%	4
2022 Q3	$32.5M	Buy	268,648 +591	+0.2%	+$71.6K	4.91%	6
2022 Q2	$34.4M	Buy	+268,057	New	+$34.4M	4.64%	10