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LWM Advisory Services’s Financial Select Sector SPDR Fund XLF Stock Holding History

LWM Advisory Services’s Portfolio XLF Stock Details XLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,118
Closed -$234K – 126
2022
Q1 		$234K Sell
6,118
-845
-12% -$32.3K 0.29% 100
2021
Q4 		$272K Buy
+6,963
New +$272K 0.34% 84