Phillips Financial Management’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
Q3
Sell
-37
Closed -$1.25K 245
2023
Q2
$1.25K Hold
37
﹤0.01% 234
2023
Q1
$1.19K Hold
37
﹤0.01% 236
2022
Q4
$1.27K Sell
37
-20
-35% -$684 ﹤0.01% 225
2022
Q3
$2K Buy
+57
New +$2K ﹤0.01% 222