Confluence Wealth Services’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
2024 Q3	–	Sell	-5,999	Closed	-$247K	–	378
2024 Q2	$247K	Buy	+5,999	New	+$247K	0.02%	332
2022 Q1	–	Sell	-4,702	Closed	-$183K	–	1196
2021 Q4	$183K	Buy	+4,702	New	+$183K	0.06%	234