Forum Financial Management’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	-9,320	Closed	-$450K	–	942
2024 Q4	$450K	Buy	9,320 +522	+6%	+$25.2K	0.01%	421
2024 Q3	$399K	Buy	8,798 +13	+0.1%	+$589	0.01%	403
2024 Q2	$361K	Buy	+8,785	New	+$361K	0.01%	412