Rooted 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
2023 Q2	–	Sell	-70,177	Closed	-$2.31M	–	104
2023 Q1	$2.31M	Buy	70,177 +26,258	+60%	+$863K	1.71%	14
2022 Q4	$1.5M	Buy	+43,919	New	+$1.5M	1.26%	26