IWS
Insight Wealth Strategies’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $493K | Sell |
9,370
-177,813
| -95% | -$9.36M | 0.06% | 121 |
|
|
2025
Q1 | $9.32M | Sell |
187,183
-22,987
| -11% | -$1.14M | 1.26% | 23 |
|
|
2024
Q4 | $10.2M | Sell |
210,170
-3,163
| -1% | -$153K | 1.36% | 20 |
|
|
2024
Q3 | $9.67M | Buy |
213,333
+3,255
| +2% | +$148K | 1.27% | 21 |
|
|
2024
Q2 | $8.64M | Buy |
+210,078
| New | +$8.64M | 1.23% | 21 |
|