Insight Wealth Strategies’s Financial Select Sector SPDR Fund XLF Stock Holding History

Insight Wealth Strategies’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$380K	Sell
2025 Q2	$493K	Sell
2025 Q1	$9.32M	Sell
2024 Q4	$10.2M	Sell
2024 Q3	$9.67M	Buy
2024 Q2	$8.64M	Buy