Vivid 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
$4.16M Sell
79,494
-2,662
-3% -$139K 1.83% 10
2025
Q1
$4.09M Buy
82,156
+103
+0.1% +$5.13K 2.05% 8
2024
Q4
$3.97M Buy
+82,053
New +$3.97M 2.01% 11