Pathway Financial Advisers’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
2025
Q1
Sell
-95
Closed -$4.55K 426
2024
Q4
$4.55K Buy
95
+1
+1% +$48 ﹤0.01% 404
2024
Q3
$4.25K Hold
94
﹤0.01% 335
2024
Q2
$3.84K Buy
94
+1
+1% +$41 ﹤0.01% 411
2024
Q1
$3.92K Sell
93
-399
-81% -$16.8K ﹤0.01% 414
2023
Q4
$18.5K Buy
492
+2
+0.4% +$75 0.01% 303
2023
Q3
$16.2K Buy
+490
New +$16.2K 0.01% 313
2023
Q1
$74.2K Sell
2,307
-783
-25% -$25.2K 0.03% 211
2022
Q4
$106K Buy
+3,090
New +$106K 0.04% 190