Kellett Wealth 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
2024 Q2	–	Sell	-145,041	Closed	-$6.11M	–	88
2024 Q1	$6.11M	Buy	145,041 +25,493	+21%	+$1.07M	4.23%	8
2023 Q4	$4.5M	Buy	119,548 +100,185	+517%	+$3.77M	3.34%	9
2023 Q3	$642K	Buy	+19,363	New	+$642K	0.55%	24