Colony Family Offices’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
Sell
-200
Closed -$9.96K 71
2025
Q1
$9.96K Hold
200
﹤0.01% 69
2024
Q4
$9.67K Hold
200
﹤0.01% 74
2024
Q3
$9.06K Buy
+200
New +$9.06K ﹤0.01% 63
2023
Q2
Sell
-4,000
Closed -$129K 94
2023
Q1
$129K Buy
+4,000
New +$129K 0.05% 81