Regent Peak 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 Q1	$216K	Hold	4,333	–	–	0.05%	156
2024 Q4	$209K	Buy	+4,333	New	+$209K	0.05%	161
2021 Q2	–	Sell	-7,706	Closed	-$262K	–	173
2021 Q1	$262K	Buy	7,706 +2,214	+40%	+$75.3K	0.09%	129
2020 Q4	$162K	Buy	+5,492	New	+$162K	0.05%	163