Regent Peak Wealth Advisors’s Industrial Select Sector SPDR Fund XLI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,036	Closed	-$206K	–	169
2023 Q1	$206K	Sell	2,036 -242	-11%	-$24.5K	0.06%	149
2022 Q4	$224K	Buy	+2,278	New	+$224K	0.07%	145
2021 Q1	–	Sell	-1,225	Closed	-$108K	–	1023
2020 Q4	$108K	Buy	+1,225	New	+$108K	0.04%	210