Total Wealth Planning & Management’s SPDR S&P Transportation ETF XTN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$295K Hold
3,665
0.24% 149
2025
Q1
$271K Buy
3,665
+55
+2% +$4.06K 0.26% 129
2024
Q4
$313K Buy
+3,610
New +$313K 0.28% 110