Amplius 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 | – | Sell |
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|
2025
Q2 | $509K | Hold |
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|
2025
Q1 | $484K | Hold |
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|
2024
Q4 | $470K | Hold |
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|
2024
Q3 | $441K | Hold |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $441K | Sell |
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|
2023
Q3 | $417K | Hold |
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|
2023
Q2 | $423K | Sell |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $507K | Buy |
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|
2022
Q2 | $468K | Sell |
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|
2022
Q1 | $1.35M | Sell |
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|
2021
Q4 | $1.48M | Buy |
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