Rialto Wealth 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
2025
Q2
$99.5K Sell
1,900
-487
-20% -$25.5K 0.03% 201
2025
Q1
$119K Buy
2,387
+487
+26% +$24.3K 0.04% 179
2024
Q4
$91.8K Buy
+1,900
New +$91.8K 0.03% 203