JPL Wealth Management’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
-4,945
Closed -$208K 114
2024
Q1
$208K Buy
+4,945
New +$208K 0.12% 109