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Invera Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Invera Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		$204K Sell
4,096
-139
-3% -$6.92K 0.24% 43
2024
Q4 		$215K Sell
4,235
-15
-0.4% -$761 0.21% 46
2024
Q3 		$207K Buy
+4,250
New +$207K 0.21% 47