Benchmark Investment 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
2022
Q2
Sell
-29,444
Closed -$1.13M 106
2022
Q1
$1.13M Buy
29,444
+5,571
+23% +$213K 0.85% 34
2021
Q4
$932K Buy
+23,873
New +$932K 0.77% 42