Summit Wealth Group’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	-26,524	Closed	-$1K	–	264
2023 Q1	$1K	Buy	+26,524	New	+$1K	0.02%	151