West Branch Capital’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
Q1
Sell
-167
Closed -$8.07K 583
2024
Q4
$8.07K Buy
+167
New +$8.07K ﹤0.01% 286
2022
Q2
Sell
-3,000
Closed -$115K 461
2022
Q1
$115K Buy
+3,000
New +$115K 0.05% 116