True Link Financial Advisors’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
2026 Q1	$29.8K	Buy	+203	New	+$31.3K	﹤0.01%	259
2023 Q4	–	Sell	-2,635	Closed	-$339K	–	109
2023 Q3	$339K	Buy	2,635 +130	+5%	+$17.3K	0.04%	86
2023 Q2	$332K	Hold	2,505	–	–	0.04%	95
2023 Q1	$324K	Sell	2,505 -12	-0.5%	-$1.57K	0.04%	99
2022 Q4	$342K	Buy	2,517 +12	+0.5%	+$1.59K	0.05%	90
2022 Q3	$303K	Buy	+2,505	New	+$323K	0.04%	110
2022 Q1	–	Sell	-850	Closed	-$174K	–	290
2021 Q4	$174K	Hold	850	–	–	0.02%	269
2021 Q3	$153K	Buy	850 +225	+36%	+$29.7K	0.02%	284
2021 Q2	$112K	Sell	625 -703	-53%	-$86.2K	0.02%	286
2021 Q1	$223K	Buy	1,328 +261	+24%	+$30.1K	0.03%	208
2020 Q4	$172K	Buy	+1,067	New	+$116K	0.03%	287