Agate Pass Investment Management’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 | $390K | Buy |
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|
2025
Q2 | $372K | Hold |
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|
2025
Q1 | $354K | Hold |
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|
2024
Q4 | $344K | Hold |
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|
2024
Q3 | $322K | Sell |
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|
2024
Q2 | $350K | Hold |
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|
2024
Q1 | $359K | Hold |
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|
2023
Q4 | $321K | Buy |
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|
2023
Q3 | $282K | Buy |
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|
2023
Q2 | $287K | Buy |
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|
2023
Q1 | $273K | Buy |
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|
2022
Q4 | $290K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $224K | Buy |
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|
2021
Q4 | $228K | Buy |
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