Beacon Bridge Wealth 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	$1.57M	Sell	29,961 -3,629	-11%	-$190K	0.62%	38
2025 Q1	$1.67M	Buy	33,590 +460	+1%	+$22.9K	0.71%	36
2024 Q4	$1.6M	Buy	33,130 +27,982	+544%	+$1.35M	0.68%	39
2024 Q3	$233K	Buy	+5,148	New	+$233K	0.1%	82