Kiely Wealth Advisory Group’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
Q4
$15.4K Hold
300
0.01% 173
2024
Q3
$14.9K Hold
300
0.01% 173
2024
Q2
$12.7K Hold
300
0.01% 169
2024
Q1
$12.3K Hold
300
0.01% 157
2023
Q4
$11.6K Buy
+300
New +$11.6K 0.01% 158