Crown Wealth Group’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
2022
Q3
Sell
-7,306
Closed -$230K 74
2022
Q2
$230K Sell
7,306
-6,958
-49% -$219K 0.21% 63
2022
Q1
$547K Buy
+14,264
New +$547K 0.38% 45