AmeriServ Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.63M	Sell	31,136 -6,178	-17%	-$324K	0.81%	19
2025 Q1	$1.86M	Buy	37,314 +20,309	+119%	+$1.01M	1.07%	19
2024 Q4	$822K	Buy	+17,005	New	+$822K	0.44%	27