Atlanta Consulting Group 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
2025
Q1
Sell
-4,956
Closed -$240K 131
2024
Q4
$240K Sell
4,956
-31,245
-86% -$1.51M 0.09% 111
2024
Q3
$1.64M Buy
36,201
+29,799
+465% +$1.35M 0.41% 45
2024
Q2
$263K Buy
+6,402
New +$263K 0.06% 97