Philip James Wealth Mangement’s Financial Select Sector SPDR Fund XLF Stock Holding History

Philip James Wealth Mangement’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$393K	Sell
2025 Q2	$750K	Sell
2025 Q1	$717K	Sell
2024 Q4	$750K	Buy
2024 Q3	$702K	Sell
2024 Q2	$640K	Buy
2024 Q1	$655K	Sell
2023 Q4	$588K	Buy