Ball & Co Wealth Management’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 Q1	–	Sell	-6,020	Closed	-$290K	–	76
2024 Q4	$290K	Buy	+6,020	New	+$290K	0.23%	15