BWM
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Bernard Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bernard Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$28.5K Sell
545
-500
-48% -$26.2K 0.01% 159
2025
Q1 		$52.1K Hold
1,045
– – 0.03% 118
2024
Q4 		$50.5K Buy
+1,045
New +$50.5K 0.02% 123