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Clear Point Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Clear Point Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,948
Closed -$88.3K – 540
2024
Q3 		$88.3K Hold
1,948
– – 0.07% 157
2024
Q2 		$80.1K Hold
1,948
– – 0.07% 156
2024
Q1 		$82.1K Hold
1,948
– – 0.07% 157
2023
Q4 		$73.2K Buy
+1,948
New +$73.2K 0.06% 156