Warther Private Wealth’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
Sell
-5,887
Closed -$293K 70
2025
Q1
$293K Hold
5,887
0.1% 50
2024
Q4
$285K Hold
5,887
0.1% 63
2024
Q3
$267K Sell
5,887
-34
-0.6% -$1.54K 0.09% 71
2024
Q2
$243K Buy
+5,921
New +$243K 0.1% 72