Coastwise Capital Group’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
2024
Q4
Sell
-4,648
Closed -$211K 127
2024
Q3
$211K Buy
+4,648
New +$211K 0.17% 123
2024
Q2
Sell
-4,829
Closed -$203K 126
2024
Q1
$203K Buy
+4,829
New +$203K 0.19% 120