Waterway Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Waterway Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$418K	Buy
2025 Q2	$406K	Sell
2025 Q1	$1.89M	Sell
2024 Q4	$2.72M	Buy
2024 Q3	$2.53M	Buy
2024 Q2	$2.22M	Buy
2024 Q1	$2.08M	Sell
2023 Q4	$1.94M	Buy