WealthGarden F.S.’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	$1.58M	Sell	30,166 -7,517	-20%	-$394K	1.31%	20
2025 Q1	$1.88M	Buy	37,683 +211	+0.6%	+$10.5K	1.8%	12
2024 Q4	$1.81M	Buy	37,472 +9,146	+32%	+$442K	1.69%	16
2024 Q3	$1.28M	Buy	28,326 +14,809	+110%	+$671K	1.25%	22
2024 Q2	$556K	Buy	+13,517	New	+$556K	0.59%	58