Total Wealth Planning & 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	$374K	Sell	2,774 -1,558	-36%	-$210K	0.3%	117
2025 Q1	$633K	Buy	4,332 +1,788	+70%	+$261K	0.6%	47
2024 Q4	$350K	Buy	+2,544	New	+$350K	0.32%	97