Stonehaven Wealth & Tax Solutions’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 Q2	$221K	Sell	4,213 -13	-0.3%	-$681	0.22%	71
2025 Q1	$210K	Sell	4,226 -581	-12%	-$28.9K	0.22%	64
2024 Q4	$232K	Buy	+4,807	New	+$232K	0.25%	73