LifePlan Financial’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	-25,590	Closed	-$1.08M	–	98
2024 Q1	$1.08M	Sell	25,590 -21,556	-46%	-$908K	0.99%	28
2023 Q4	$1.77M	Buy	+47,146	New	+$1.77M	1.78%	14