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Maxwell Wealth Strategies’s Financial Select Sector SPDR Fund XLF Stock Holding History

Maxwell Wealth Strategies’s Portfolio XLF Stock Details XLF Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$290K Hold
6,000
– – 0.12% 101
2024
Q3 		$280K Hold
6,000
– – 0.12% 98
2024
Q2 		$247K Hold
6,000
– – 0.12% 98
2024
Q1 		$246K Buy
+6,000
New +$246K 0.12% 96