Journey Strategic 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
2025
Q2
$445K Buy
8,507
+808
+10% +$42.3K 0.01% 317
2025
Q1
$383K Buy
7,699
+458
+6% +$22.8K 0.01% 283
2024
Q4
$350K Sell
7,241
-583
-7% -$28.2K 0.01% 297
2024
Q3
$355K Buy
7,824
+160
+2% +$7.25K 0.01% 290
2024
Q2
$315K Buy
+7,664
New +$315K 0.01% 240