CWP
Cyndeo Wealth Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
6,377
-418
| -6% | -$21.9K | 0.02% | 366 |
|
|
2025
Q1 | $338K | Buy |
6,795
+2,446
| +56% | +$122K | 0.02% | 348 |
|
|
2024
Q4 | $210K | Sell |
4,349
-1,547
| -26% | -$74.8K | 0.01% | 428 |
|
|
2024
Q3 | $267K | Buy |
+5,896
| New | +$267K | 0.02% | 390 |
|