Core Wealth Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History

Core Wealth Partners’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	$744K	Sell
2025 Q1	$829K	Buy
2024 Q4	$640K	Buy
2024 Q3	$303K	Buy
2024 Q2	$274K	Buy
2024 Q1	$280K	Buy
2023 Q4	$249K	Buy
2023 Q3	$219K	Buy
2023 Q2	$222K	Hold
2023 Q1	$211K	Buy