Impact Partnership Wealth’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
-64
Closed -$2.7K 717
2024
Q1
$2.7K Sell
64
-21
-25% -$884 ﹤0.01% 555
2023
Q4
$3.2K Sell
85
-4,169
-98% -$157K ﹤0.01% 631
2023
Q3
$141K Buy
4,254
+2,694
+173% +$89.4K 0.04% 243
2023
Q2
$52.6K Buy
+1,560
New +$52.6K 0.02% 251