CWM
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Catalyst Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Catalyst 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
2023
Q1 		$1.43M Sell
44,482
-4,051
-8% -$130K 1.34% 25
2022
Q4 		$1.66M Buy
+48,533
New +$1.66M 1.57% 15