BBR Partners’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
$241K Hold
4,601
0.02% 207
2025
Q1
$229K Hold
4,601
0.02% 206
2024
Q4
$222K Hold
4,601
0.02% 221
2024
Q3
$209K Buy
+4,601
New +$209K 0.02% 220
2024
Q2
Sell
-5,215
Closed -$220K 266
2024
Q1
$220K Buy
+5,215
New +$220K 0.02% 230