Curi Wealth Management’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
Q1
Sell
-447
Closed -$17K 673
2021
Q4
$17K Buy
+447
New +$17K ﹤0.01% 267
2021
Q1
Sell
-292
Closed -$8K 505
2020
Q4
$8K Buy
+292
New +$8K 0.01% 280