DWS
Dynamic Wealth Strategies’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 | $43.1K | Sell |
823
-2,112
| -72% | -$111K | 0.03% | 129 |
|
|
2025
Q1 | $146K | Sell |
2,935
-1,320
| -31% | -$65.7K | 0.12% | 81 |
|
|
2024
Q4 | $206K | Sell |
4,255
-1,332
| -24% | -$64.4K | 0.18% | 62 |
|
|
2024
Q3 | $253K | Sell |
5,587
-79
| -1% | -$3.58K | 0.21% | 55 |
|
|
2024
Q2 | $233K | Sell |
5,666
-180
| -3% | -$7.4K | 0.2% | 60 |
|
|
2024
Q1 | $246K | Sell |
5,846
-40
| -0.7% | -$1.68K | 0.21% | 53 |
|
|
2023
Q4 | $221K | Buy |
+5,886
| New | +$221K | 0.2% | 53 |
|