YHB Investment Advisors’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 Q1	–	Sell	-1,548	Closed	-$213K	–	298
2024 Q4	$213K	Sell	1,548 -55	-3%	-$7.57K	0.02%	270
2024 Q3	$247K	Buy	1,603 +1	+0.1%	+$154	0.02%	254
2024 Q2	$233K	Buy	+1,602	New	+$233K	0.02%	260