Pacific Capital 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
-17,289
Closed -$591K 96
2022
Q4
$591K Buy
+17,289
New +$591K 0.15% 60
2020
Q4
Sell
-139
Closed -$3K 203
2020
Q3
$3K Buy
+139
New +$3K ﹤0.01% 198