Lee, Danner & Bass’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	-100	Closed	-$4.83K	–	723
2024 Q4	$4.83K	Buy	+100	New	+$4.83K	﹤0.01%	600
2021 Q3	–	Sell	-11,049	Closed	-$405K	–	207
2021 Q2	$405K	Buy	11,049 +3,399	+44%	+$125K	0.04%	159
2021 Q1	$260K	Buy	+7,650	New	+$260K	0.03%	174