GC Wealth Management RIA’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
$293K Buy
5,593
+1,468
+36% +$76.9K 0.02% 445
2025
Q1
$205K Sell
4,125
-84
-2% -$4.18K 0.04% 295
2024
Q4
$203K Buy
+4,209
New +$203K 0.04% 284