Moss Adams Wealth Advisors’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
2023
Q2
Sell
-190
Closed -$6.11K 187
2023
Q1
$6.11K Buy
190
+60
+46% +$1.93K ﹤0.01% 142
2022
Q4
$4.45K Buy
+130
New +$4.45K ﹤0.01% 153