Fourth Dimension Wealth’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
2025
Q2
$4.62M Buy
88,223
+6,938
+9% +$363K 1.95% 14
2025
Q1
$4.05M Buy
81,285
+8,837
+12% +$440K 1.96% 15
2024
Q4
$3.51M Buy
+72,448
New +$3.51M 1.83% 15