Hefty Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Hefty Wealth Partners’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$2.87M	Buy
2017 Q1	–	Sell
2016 Q4	$3.23M	Buy
2016 Q3	$2.01M	Buy
2016 Q2	–	Sell
2016 Q1	$1.51M	Buy