Acorn Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $320K | Sell |
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|
2025
Q2 | $314K | Buy |
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|
2025
Q1 | $260K | Sell |
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|
2024
Q4 | $273K | Buy |
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|
2024
Q3 | $256K | Sell |
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|
2024
Q2 | $260K | Buy |
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|
2024
Q1 | $266K | Buy |
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|
2023
Q4 | $237K | Sell |
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|
2023
Q3 | $281K | Sell |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $302K | Buy |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $386K | Sell |
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|
2021
Q4 | $416K | Buy |
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|
2021
Q3 | $397K | Buy |
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|
2021
Q2 | $372K | Buy |
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|
2021
Q1 | $311K | Buy |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $220K | Buy |
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|
2020
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $340K | Sell |
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|
2019
Q3 | $333K | Sell |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $329K | Buy |
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|
2018
Q4 | $295K | Buy |
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|
2018
Q3 | $319K | Buy |
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|
2018
Q2 | $324K | Buy |
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|
2018
Q1 | $337K | Buy |
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|
2017
Q4 | $289K | Buy |
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