BSW 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	$329K	Buy	6,278 +11	+0.2%	+$576	0.05%	230
2025 Q1	$312K	Buy	+6,267	New	+$312K	0.05%	225
2024 Q2	–	Sell	-5,916	Closed	-$249K	–	308
2024 Q1	$249K	Sell	5,916 -1,265	-18%	-$53.3K	0.04%	244
2023 Q4	$270K	Buy	+7,181	New	+$270K	0.05%	218