AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $661K | Hold |
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|
2023
Q1 | $630K | Buy |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $448K | Hold |
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|
2022
Q2 | $464K | Hold |
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|
2022
Q1 | $565K | Hold |
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|
2021
Q4 | $576K | Hold |
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|
2021
Q3 | $553K | Sell |
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|
2021
Q2 | $788K | Hold |
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|
2021
Q1 | $732K | Buy |
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|
2020
Q4 | $497K | Buy |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $264K | Buy |
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