Brass Tax 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
$936K Sell
17,875
-340
-2% -$17.8K 0.18% 56
2025
Q1
$907K Buy
18,215
+1,928
+12% +$96K 0.19% 58
2024
Q4
$787K Buy
+16,287
New +$787K 0.17% 67