Comprehensive Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Comprehensive Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.15M	Buy
2025 Q1	$511K	Buy
2024 Q4	$408K	Sell
2024 Q3	$384K	Buy
2024 Q2	$334K	Buy