Alterna Wealth 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 | $515K | Buy |
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|
2025
Q2 | $480K | Sell |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $452K | Sell |
|
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|
2024
Q3 | $3.02M | Buy |
|
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|
2024
Q2 | $2.52M | Buy |
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|
2024
Q1 | $1.1M | Buy |
|
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|
2023
Q4 | $965K | Sell |
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|
2023
Q3 | $853K | Sell |
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|
2023
Q2 | $902K | Sell |
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|
2023
Q1 | $915K | Sell |
|
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.65M | Buy |
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|
2022
Q1 | $2.01M | Buy |
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|
2021
Q4 | $1.53M | Buy |
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|
2020
Q4 | $539K | Buy |
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|
2020
Q3 | $299K | Sell |
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|
2020
Q2 | $290K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $753K | Buy |
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