PCG 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
2025
Q2
$1.56M Sell
29,879
-963
-3% -$50.4K 0.8% 35
2025
Q1
$1.54M Sell
30,842
-34
-0.1% -$1.69K 0.54% 57
2024
Q4
$1.49M Buy
+30,876
New +$1.49M 0.55% 56