United Capital Financial Advisors’s SPDR S&P Software & Services ETF XSW Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,453	Closed	-$227K	–	1114
2024 Q1	$227K	Hold	1,453	–	–	﹤0.01%	972
2023 Q4	$218K	Buy	+1,453	New	+$218K	﹤0.01%	973
2023 Q1	–	Sell	-1,993	Closed	-$217K	–	1078
2022 Q4	$217K	Buy	+1,993	New	+$217K	﹤0.01%	963