Coordinated Financial Services’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
$403K Sell
7,702
-68
-0.9% -$3.56K 0.28% 97
2025
Q1
$387K Sell
7,770
-589
-7% -$29.3K 0.3% 96
2024
Q4
$404K Buy
+8,359
New +$404K 0.32% 88
2024
Q2
$345K Buy
8,380
+4
+0% +$164 0.29% 90
2024
Q1
$353K Buy
+8,376
New +$353K 0.31% 82