Wetzel Investment Advisors’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
2024
Q3
Sell
-7,274
Closed -$306K 901
2024
Q2
$306K Buy
7,274
+66
+0.9% +$2.78K 0.18% 89
2024
Q1
$287K Sell
7,208
-286
-4% -$11.4K 0.17% 90
2023
Q4
$282K Buy
+7,494
New +$282K 0.17% 90