Valtinson Bruner Financial Planning’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 Q1	–	Sell	-70,508	Closed	-$2.48M	–	120
2022 Q4	$2.48M	Buy	70,508 +1,422	+2%	+$50.1K	1.44%	24
2022 Q3	$2.1M	Buy	69,086 +2,834	+4%	+$86K	1.29%	27
2022 Q2	$2.08M	Buy	66,252 +4,187	+7%	+$132K	1.27%	27
2022 Q1	$2.29M	Buy	+62,065	New	+$2.29M	1.31%	26