IAG Wealth Partners’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
$5.71K Buy
+109
New +$5.71K ﹤0.01% 388
2023
Q3
Sell
-286
Closed -$9.64K 480
2023
Q2
$9.64K Buy
+286
New +$9.64K ﹤0.01% 314
2020
Q1
Sell
-529
Closed -$17K 467
2019
Q4
$17K Buy
+529
New +$17K 0.01% 192