Mark Sheptoff Financial Planning’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 Q2	$7.65K	Hold	146	–	–	﹤0.01%	362
2025 Q1	$7.27K	Buy	+146	New	+$7.27K	﹤0.01%	344
2023 Q1	–	Sell	-974	Closed	-$33.3K	–	397
2022 Q4	$33.3K	Buy	+974	New	+$33.3K	0.02%	175