Comprehensive Financial Planning’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
$605K Sell
11,552
-62
-0.5% -$3.25K 0.48% 53
2025
Q1
$578K Buy
11,614
+8,590
+284% +$428K 0.56% 44
2024
Q4
$146K Buy
+3,024
New +$146K 0.12% 106