Wealth Architects’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	$244K	Buy	1,661 +100	+6%	+$15.4K	0.02%	206
2025 Q4	$242K	Sell	1,561 -129	-8%	-$19.3K	0.02%	205
2025 Q3	$235K	Hold	1,690	–	–	0.02%	202
2025 Q2	$228K	Hold	1,690	–	–	0.02%	200
2025 Q1	$247K	Buy	1,690 +182	+12%	+$26.4K	0.03%	193
2024 Q4	$207K	Hold	1,508	–	–	0.02%	205
2024 Q3	$232K	Hold	1,508	–	–	0.03%	192
2024 Q2	$220K	Sell	1,508 -169	-10%	-$24.2K	0.03%	192
2024 Q1	$248K	Buy	1,677 +8	+0.5%	+$1.15K	0.03%	175
2023 Q4	$228K	Hold	1,669	–	–	0.03%	175
2023 Q3	$215K	Hold	1,669	–	–	0.04%	172
2023 Q2	$222K	Hold	1,669	–	–	0.04%	170
2023 Q1	$216K	Sell	1,669 -75	-4%	-$9.8K	0.04%	168
2022 Q4	$237K	Hold	1,744	–	–	0.04%	152
2022 Q3	$211K	Buy	1,744 +17	+1%	+$2.19K	0.04%	157
2022 Q2	$221K	Sell	1,727 -14	-0.8%	-$1.83K	0.04%	162
2022 Q1	$238K	Sell	1,741 -29	-2%	-$3.84K	0.04%	172
2021 Q4	$249K	Sell	1,770 -344	-16%	-$45.7K	0.04%	164
2021 Q3	$269K	Buy	2,114 +62	+3%	+$8.19K	0.05%	150
2021 Q2	$258K	Buy	+2,052	New	+$251K	0.05%	151