Synergy Investment 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 Q2	–	Sell	-1,644	Closed	-$81.9K	–	578
2025 Q1	$81.9K	Buy	1,644 +2	+0.1%	+$100	0.03%	178
2024 Q4	$79.3K	Buy	+1,642	New	+$79.3K	0.03%	188