Sheets Smith Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Sheets Smith Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell
2023 Q3	$13.3K	Buy
2018 Q4	–	Sell
2018 Q3	$487K	Sell
2018 Q2	$514K	Sell
2018 Q1	$1.11M	Sell
2017 Q4	$1.14M	Buy
2017 Q3	$1.02M	Buy