Ameliora Wealth 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
2025
Q2
$524K Hold
10,000
0.19% 66
2025
Q1
$498K Hold
10,000
0.19% 61
2024
Q4
$483K Buy
+10,000
New +$483K 0.18% 64
2024
Q2
Sell
-4,000
Closed -$168K 198
2024
Q1
$168K Buy
+4,000
New +$168K 0.08% 97