Pathway Financial 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
2024
Q3
Sell
-6,665
Closed -$274K 175
2024
Q2
$274K Hold
6,665
0.07% 126
2024
Q1
$281K Hold
6,665
0.08% 130
2023
Q4
$251K Buy
+6,665
New +$251K 0.07% 130