Cascadia Advisory Services’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
2021
Q3
$3.08M Buy
82,096
+4,236
+5% +$159K 0.62% 42
2021
Q2
$2.86M Sell
77,860
-2,928
-4% -$107K 0.62% 45
2021
Q1
$2.75M Buy
+80,788
New +$2.75M 0.61% 44
2019
Q4
$2.17M Buy
+70,591
New +$2.17M 0.62% 43