Moisand Fitzgerald Tamayo’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	$15.7K	Sell	300 -127	-30%	-$6.65K	﹤0.01%	296
2025 Q1	$21.3K	Hold	427	–	–	﹤0.01%	267
2024 Q4	$20.6K	Hold	427	–	–	﹤0.01%	266
2024 Q3	$19.4K	Sell	427 -96	-18%	-$4.35K	﹤0.01%	284
2024 Q2	$21.5K	Buy	523 +96	+22%	+$3.95K	﹤0.01%	240
2024 Q1	$18K	Hold	427	–	–	﹤0.01%	257
2023 Q4	$16.1K	Hold	427	–	–	﹤0.01%	279
2023 Q3	$14.2K	Hold	427	–	–	﹤0.01%	296
2023 Q2	$14.4K	Hold	427	–	–	﹤0.01%	290
2023 Q1	$13.7K	Hold	427	–	–	﹤0.01%	299
2022 Q4	$14.6K	Hold	427	–	–	﹤0.01%	283
2022 Q3	$13K	Hold	427	–	–	﹤0.01%	262
2022 Q2	$13K	Buy	427 +127	+42%	+$3.87K	﹤0.01%	261
2022 Q1	$11K	Sell	300 -241	-45%	-$8.84K	0.01%	179
2021 Q4	$21K	Hold	541	–	–	0.01%	207
2021 Q3	$20K	Hold	541	–	–	0.01%	199
2021 Q2	$20K	Buy	541 +241	+80%	+$8.91K	0.01%	209
2021 Q1	$10K	Hold	300	–	–	﹤0.01%	217
2020 Q4	$9K	Hold	300	–	–	﹤0.01%	227
2020 Q3	$7K	Hold	300	–	–	﹤0.01%	224
2020 Q2	$7K	Hold	300	–	–	﹤0.01%	210
2020 Q1	$6K	Hold	300	–	–	﹤0.01%	198
2019 Q4	$9K	Hold	300	–	–	﹤0.01%	206
2019 Q3	$8K	Hold	300	–	–	﹤0.01%	210
2019 Q2	$8K	Hold	300	–	–	﹤0.01%	207
2019 Q1	$8K	Hold	300	–	–	﹤0.01%	209
2018 Q4	$7K	Hold	300	–	–	﹤0.01%	208
2018 Q3	$8K	Hold	300	–	–	﹤0.01%	223
2018 Q2	$8K	Hold	300	–	–	﹤0.01%	206
2018 Q1	$8K	Hold	300	–	–	﹤0.01%	225
2017 Q4	$8K	Hold	300	–	–	﹤0.01%	199
2017 Q3	$8K	Buy	+300	New	+$8K	﹤0.01%	218
2016 Q2	–	Sell	-342	Closed	-$7K	–	206
2016 Q1	$7K	Hold	342	–	–	0.01%	168
2015 Q4	$7K	Buy	+342	New	+$7K	0.01%	162