Planning Capital Management Corporation’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
2024 Q3	$85.5K	Buy	1,887 +238	+14%	+$10.8K	0.06%	144
2024 Q2	$67.8K	Hold	1,649	–	–	0.05%	177
2024 Q1	$69.4K	Buy	1,649 +6	+0.4%	+$253	0.05%	167
2023 Q4	$61.8K	Buy	+1,643	New	+$61.8K	0.05%	179