Edge Financial Advisors’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 Q1	–	Sell	-15,793	Closed	-$763K	–	119
2024 Q4	$763K	Sell	15,793 -33	-0.2%	-$1.6K	0.68%	45
2024 Q3	$717K	Buy	+15,826	New	+$717K	0.64%	46
2024 Q1	$662K	Buy	+15,707	New	+$662K	0.58%	53