Retirement Capital Strategies’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
Q4
Sell
-21,527
Closed -$976K 92
2024
Q3
$976K Buy
+21,527
New +$976K 0.38% 37
2024
Q1
Sell
-9,309
Closed -$350K 84
2023
Q4
$350K Sell
9,309
-27,022
-74% -$1.02M 0.15% 61
2023
Q3
$1.21M Buy
+36,331
New +$1.21M 0.56% 27