Tower View 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
2025 Q1	–	Sell	-1,050	Closed	-$144K	–	216
2024 Q4	$144K	Buy	1,050 +24	+2%	+$3.51K	0.08%	62
2024 Q3	$158K	Buy	1,026 +3	+0.3%	+$455	0.09%	59
2024 Q2	$149K	Buy	1,023 +4	+0.4%	+$574	0.09%	58
2024 Q1	$151K	Sell	1,019 -105	-9%	-$15.1K	0.09%	65
2023 Q4	$153K	Buy	1,124 +5	+0.4%	+$650	0.09%	58
2023 Q3	$144K	Buy	1,119 +4	+0.4%	+$531	0.1%	58
2023 Q2	$148K	Buy	1,115 +5	+0.5%	+$659	0.1%	60
2023 Q1	$144K	Buy	1,110 +4	+0.4%	+$523	0.1%	63
2022 Q4	$150K	Buy	1,106 +5	+0.5%	+$663	0.1%	63
2022 Q3	$133K	Buy	1,101 +4	+0.4%	+$515	0.1%	65
2022 Q2	$141K	Buy	1,097 +4	+0.4%	+$524	0.1%	65
2022 Q1	$150K	Buy	1,093 +4	+0.4%	+$530	0.08%	82
2021 Q4	$153K	Buy	1,089 +3	+0.3%	+$398	0.08%	83
2021 Q3	$138K	Buy	1,086 +109	+11%	+$14.4K	0.08%	80
2021 Q2	$123K	Buy	977 +3	+0.3%	+$368	0.06%	86
2021 Q1	$114K	Buy	974 +4	+0.4%	+$462	0.06%	90
2020 Q4	$110K	Buy	970 +4	+0.4%	+$437	0.06%	88
2020 Q3	$102K	Buy	966 +4	+0.4%	+$421	0.07%	79
2020 Q2	$96K	Buy	962 +4	+0.4%	+$395	0.07%	74
2020 Q1	$85K	Buy	958 +104	+12%	+$10.1K	0.08%	64
2019 Q4	$87K	Buy	854 +4	+0.5%	+$385	0.07%	75
2019 Q3	$77K	Buy	850 +3	+0.4%	+$274	0.06%	76
2019 Q2	$78K	Buy	847 +4	+0.5%	+$360	0.07%	71
2019 Q1	$77K	Buy	843 +3	+0.4%	+$270	0.07%	69
2018 Q4	$73K	Buy	+840	New	+$76K	0.08%	67