WealthPlan Investment Management’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	-96,121	Closed	-$3.55M	–	587
2022 Q4	$3.55M	Sell	96,121 -3,402	-3%	-$126K	0.25%	86
2022 Q3	$3.44M	Buy	+99,523	New	+$3.44M	0.25%	83
2022 Q1	$3.4M	Buy	+98,636	New	+$3.4M	0.24%	91