New Wave Wealth Advisors’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	$5.29M	Sell	101,054 -24,766	-20%	-$1.3M	2.25%	13
2025 Q1	$6.27M	Buy	125,820 +24,578	+24%	+$1.22M	2.81%	6
2024 Q4	$4.89M	Buy	101,242 +42,498	+72%	+$2.05M	2.01%	11
2024 Q3	$2.66M	Buy	58,744 +3,191	+6%	+$145K	1.23%	22
2024 Q2	$2.28M	Buy	+55,553	New	+$2.28M	1.23%	23