National Wealth Management Group’s Financial Select Sector SPDR Fund XLF Stock Holding History

National Wealth Management Group’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$375K	Buy
2025 Q2	$227K	Buy
2023 Q2	–	Sell
2023 Q1	$265K	Buy
2022 Q2	–	Sell
2022 Q1	$771K	Sell
2021 Q4	$876K	Buy