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Flywheel Private Wealth’s Financial Select Sector SPDR Fund XLF Stock Holding History

Flywheel Private Wealth’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Sell
21,560
-3,058
-12% -$160K 0.91% 25
2025
Q1 		$1.23M Hold
24,618
– – 1.12% 22
2024
Q4 		$1.19M Buy
+24,618
New +$1.19M 1.09% 22