FRG Family Wealth Advisors’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
Q2
Sell
-2,800
Closed -$113K 363
2024
Q1
$113K Buy
+2,800
New +$113K 0.02% 162