SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

Bernardo Wealth Planning LLC's Holding History (CIK: 0001765595)

Note: Option positions (PUT/CALL) are excluded.

Q1 2023
Shares 6,349 Value ($000) $204 Avg Close Range
Q4 2022
Shares 12,050 Value ($000) $412 Avg Close Range
Q3 2022
Shares 94,827 Value ($000) $3,052 Avg Close Range
Q2 2022
Shares 85,236 Value ($000) $2,680 Avg Close Range
Q4 2020
Shares 76,250 Value ($000) $2,247 Avg Close Range
Q3 2020
Shares 72,271 Value ($000) $1,739 Avg Close Range
Q2 2020
Shares 63,831 Value ($000) $1,477 Avg Close Range
Q1 2020
Shares 58,209 Value ($000) $1,211 Avg Close Range
Q4 2019
Shares 53,046 Value ($000) $1,632 Avg Close Range
Q3 2019
Shares 53,764 Value ($000) $1,505 Avg Close Range
Q2 2019
Shares 55,971 Value ($000) $1,545 Avg Close Range
Q1 2019
Shares 54,755 Value ($000) $1,408 Avg Close Range
Q4 2018
Shares 47,474 Value ($000) $1,131 Avg Close Range