Morton Brown Family Wealth’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	$8.05K	Hold	154	–	–	﹤0.01%	205
2025 Q1	$7.65K	Buy	+154	New	+$7.65K	﹤0.01%	208
2024 Q1	–	Sell	-153	Closed	-$5.76K	–	302
2023 Q4	$5.76K	Buy	+153	New	+$5.76K	﹤0.01%	208