WFPG
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Waller Financial Planning Group’s Financial Select Sector SPDR Fund XLF Stock Holding History

Waller Financial Planning Group’s Portfolio XLF Stock Details XLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,650
Closed -$273K – 73
2024
Q2 		$273K Buy
+6,650
New +$273K 0.07% 58