MY 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
2023
Q4
Sell
-146,605
Closed -$4.86M 30
2023
Q3
$4.86M Sell
146,605
-1,193
-0.8% -$39.6K 4.83% 7
2023
Q2
$4.98M Sell
147,798
-1,819
-1% -$61.3K 4.55% 8
2023
Q1
$4.81M Buy
+149,617
New +$4.81M 4.82% 7