CWM
Comprehensive Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.15M | Buy |
60,192
+49,943
| +487% | +$2.62M | 2.54% | 8 |
|
|
2025
Q1 | $511K | Buy |
10,249
+1,810
| +21% | +$90.2K | 0.36% | 31 |
|
|
2024
Q4 | $408K | Sell |
8,439
-33
| -0.4% | -$1.6K | 0.3% | 29 |
|
|
2024
Q3 | $384K | Buy |
8,472
+357
| +4% | +$16.2K | 0.25% | 29 |
|
|
2024
Q2 | $334K | Buy |
+8,115
| New | +$334K | 0.24% | 28 |
|