Endowment 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
2024
Q1
Sell
-6,385
Closed -$240K 139
2023
Q4
$240K Buy
+6,385
New +$240K 0.2% 109