One 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
Q1
Sell
-1,433
Closed -$49K 609
2022
Q4
$49K Buy
+1,433
New +$49K 0.01% 414
2018
Q3
Sell
-2,475
Closed -$66K 632
2018
Q2
$66K Buy
+2,475
New +$66K 0.05% 241