WFA of San Diego’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
2023
Q1
Sell
-1,000
Closed -$34.2K 443
2022
Q4
$34.2K Buy
+1,000
New +$34.2K 0.03% 230
2020
Q3
Sell
-13,849
Closed -$426K 250
2020
Q2
$426K Buy
+13,849
New +$426K 0.1% 173