MB, Levis & Associates’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
2025
Q2
$3.93K Hold
75
﹤0.01% 224
2025
Q1
$3.74K Buy
+75
New +$3.74K ﹤0.01% 228
2023
Q2
Sell
-300
Closed -$9.65K 290
2023
Q1
$9.65K Hold
300
0.01% 201
2022
Q4
$10.3K Buy
+300
New +$10.3K 0.01% 178