Beta Wealth Group’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
2023 Q1	–	Sell	-14,301	Closed	-$489K	–	115
2022 Q4	$489K	Buy	14,301 +641	+5%	+$21.9K	0.33%	52
2022 Q3	$415K	Sell	13,660 -81,540	-86%	-$2.48M	0.3%	50
2022 Q2	$2.99M	Buy	+95,200	New	+$2.99M	2.01%	19