Aletheian Wealth Advisors’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
-30,577
Closed -$1.05M 87
2022
Q4
$1.05M Buy
+30,577
New +$1.05M 0.9% 30