Waypoint Wealth Counsel’s Financial Select Sector SPDR Fund XLF Stock Holding History

Waypoint Wealth Counsel’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$676K	Sell
2025 Q2	$783K	Hold
2025 Q1	$745K	Buy
2024 Q4	$714K	Hold
2024 Q3	$669K	Buy