CWA
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Continuum Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Continuum Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-97,001
Closed -$4.83M – 66
2025
Q1 		$4.83M Buy
+97,001
New +$4.83M 2.48% 11
2024
Q2 		– Sell
-123,313
Closed -$5.19M – 68
2024
Q1 		$5.19M Buy
+123,313
New +$5.19M 2.94% 12