RE Dickinson Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$338K	Hold	700	–	–	0.02%	109
2024 Q3	$31.7K	Hold	700	–	–	0.02%	107
2024 Q2	$28.8K	Hold	700	–	–	0.02%	109
2024 Q1	$29K	Hold	700	–	–	0.02%	106
2023 Q4	$26K	Hold	700	–	–	0.02%	112
2023 Q3	$23K	Buy	700 +200	+40%	+$6.89K	0.02%	120
2023 Q2	$17K	Hold	500	–	–	0.01%	226
2023 Q1	$16K	Hold	500	–	–	0.01%	239
2022 Q4	$17K	Hold	500	–	–	0.01%	225
2022 Q3	$15K	Sell	500 -277	-36%	-$9.16K	0.01%	132
2022 Q2	$24	Sell	777 -1,092	-58%	-$37.7K	﹤0.01%	115
2022 Q1	$72K	Buy	1,869 +1,369	+274%	+$53.5K	0.05%	75
2021 Q4	$20K	Buy	+500	New	+$19.7K	0.02%	141