Horizon Family Wealth’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$540K Sell
2023
Q1
$578K Buy
2022
Q4
$565K Buy
2022
Q3
$491K Buy
2022
Q2
$483K Buy