Granite Bay 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
2023
Q1
Sell
-155,213
Closed -$5.31M 78
2022
Q4
$5.31M Sell
155,213
-17,900
-10% -$612K 3.46% 6
2022
Q3
$5.26M Buy
173,113
+5,513
+3% +$167K 4.22% 6
2022
Q2
$5.27M Buy
+167,600
New +$5.27M 4.09% 8