Synergy Asset Management’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 Q1	–	Sell	-636	Closed	-$28.8K	–	876
2024 Q4	$28.8K	Buy	+636	New	+$28.8K	﹤0.01%	330
2021 Q2	–	Sell	-87,922	Closed	-$2.99M	–	135
2021 Q1	$2.99M	Buy	+87,922	New	+$2.99M	0.9%	39