Masso Torrence 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
2022
Q4
Sell
-83,811
Closed -$2.55M 104
2022
Q3
$2.55M Sell
83,811
-14,557
-15% -$442K 2.25% 16
2022
Q2
$3.09M Sell
98,368
-12,920
-12% -$406K 2.72% 12
2022
Q1
$4.27M Buy
111,288
+2,325
+2% +$89.1K 3.41% 8
2021
Q4
$4.26M Buy
+108,963
New +$4.26M 2.98% 7