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Northwest Financial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Northwest Financial Advisors’s Portfolio XLF Stock Details XLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-2,532
Closed -$115K – 554
2024
Q3 		$115K Buy
+2,532
New +$115K 0.09% 144
2024
Q1 		– Sell
-2,532
Closed -$95.2K – 547
2023
Q4 		$95.2K Buy
+2,532
New +$95.2K 0.08% 144