Beaumont Financial Advisors’s SPDR S&P Software & Services ETF XSW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-3,780	Closed	-$649K	–	374
2021 Q3	$649K	Buy	3,780 +904	+31%	+$155K	0.05%	184
2021 Q2	$463K	Buy	2,876 +783	+37%	+$126K	0.04%	221
2021 Q1	$329K	Sell	2,093 -2,375	-53%	-$373K	0.03%	256
2020 Q4	$689K	Buy	+4,468	New	+$689K	0.06%	170