GYL Financial Synergies’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.89M	Sell	63,878 -919	-1%	-$40.1K	0.22%	98
2024 Q2	$2.66M	Buy	64,797 +2,059	+3%	+$84.7K	0.21%	102
2024 Q1	$2.64M	Sell	62,738 -480	-0.8%	-$18.9K	0.21%	100
2023 Q4	$2.38M	Sell	63,218 -500	-0.8%	-$17.3K	0.2%	106
2023 Q3	$2.11M	Buy	63,718 +111	+0.2%	+$3.83K	0.21%	105
2023 Q2	$2.14M	Sell	63,607 -782	-1%	-$25.5K	0.2%	105
2023 Q1	$2.07M	Buy	64,389 +47,620	+284%	+$1.65M	0.25%	84
2022 Q4	$573K	Hold	16,769	–	–	0.12%	111
2022 Q3	$509K	Sell	16,769 -299	-2%	-$9.88K	0.14%	99
2022 Q2	$537K	Buy	17,068 +561	+3%	+$19.4K	0.15%	95
2022 Q1	$633K	Sell	16,507 -1,322	-7%	-$51.7K	0.15%	87
2021 Q4	$696K	Buy	17,829 +251	+1%	+$9.87K	0.19%	93
2021 Q3	$660K	Buy	17,578 +767	+5%	+$28.7K	0.34%	70
2021 Q2	$617K	Buy	16,811 +1,101	+7%	+$40.3K	0.32%	75
2021 Q1	$535K	Buy	15,710 +1,425	+10%	+$45.8K	0.29%	85
2020 Q4	$421K	Sell	14,285 -547	-4%	-$14.6K	0.24%	99
2020 Q3	$357K	Sell	14,832 -14,615	-50%	-$355K	0.23%	108
2020 Q2	$681K	Sell	29,447 -9,514	-24%	-$216K	0.49%	46
2020 Q1	$811K	Buy	38,961 +6,228	+19%	+$171K	0.52%	38
2019 Q4	$1.01M	Buy	32,733 +1,808	+6%	+$53.1K	0.45%	43
2019 Q3	$866K	Buy	30,925 +62	+0.2%	+$1.71K	0.43%	45
2019 Q2	$852K	Sell	30,863 -619	-2%	-$16.8K	0.45%	43
2019 Q1	$809K	Sell	31,482 -262	-0.8%	-$6.76K	0.45%	46
2018 Q4	$756K	Buy	+31,744	New	+$825K	0.55%	40