Strategic Wealth Management Group’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
2021
Q2
$235K Sell
6,407
-4,107
-39% -$151K 0.09% 112
2021
Q1
$358K Buy
+10,514
New +$358K 0.14% 89
2019
Q1
Sell
-8,633
Closed -$206K 85
2018
Q4
$206K Buy
+8,633
New +$206K 0.2% 74