WFA

West Financial Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-20,702	Closed	-$1.38M	–	200
2022 Q3	$1.38M	Sell	20,702 -2,184	-10%	-$146K	0.41%	27
2022 Q2	$1.65M	Buy	22,886 +2,792	+14%	+$202K	0.48%	21
2022 Q1	$1.53M	Buy	+20,094	New	+$1.53M	0.4%	23