Sweet Financial Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$904K	Sell	19,955 -37	-0.2%	-$1.61K	0.2%	86
2024 Q2	$822K	Buy	19,992 +37	+0.2%	+$1.52K	0.19%	85
2024 Q1	$841K	Hold	19,955	–	–	0.19%	86
2023 Q4	$750K	Hold	19,955	–	–	0.18%	89
2023 Q3	$662K	Hold	19,955	–	–	0.18%	83
2023 Q2	$673K	Hold	19,955	–	–	0.18%	87
2023 Q1	$642K	Hold	19,955	–	–	0.18%	88
2022 Q4	$682K	Hold	19,955	–	–	0.2%	77
2022 Q3	$606K	Hold	19,955	–	–	0.19%	76
2022 Q2	$628K	Buy	19,955 +2,315	+13%	+$80K	0.2%	74
2022 Q1	$676K	Buy	17,640 +30	+0.2%	+$1.17K	0.18%	70
2021 Q4	$688K	Buy	+17,610	New	+$692K	0.29%	50