National Wealth Management Group’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
2023 Q2	–	Sell	-8,321	Closed	-$265K	–	173
2023 Q1	$265K	Buy	+8,321	New	+$265K	0.3%	107
2022 Q2	–	Sell	-20,123	Closed	-$771K	–	140
2022 Q1	$771K	Sell	20,123 -2,306	-10%	-$88.4K	0.74%	40
2021 Q4	$876K	Buy	+22,429	New	+$876K	0.82%	36