Accordant Advisory Group’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
2024
Q2
Sell
-4,382
Closed -$185K 229
2024
Q1
$185K Buy
+4,382
New +$185K 0.14% 84