Angeles 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
Q2 | $100K | Hold |
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|
2025
Q1 | $95.3K | Hold |
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|
2024
Q4 | $92.5K | Sell |
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|
2024
Q3 | $195K | Buy |
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|
2024
Q2 | $82.8K | Sell |
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|
2024
Q1 | $88.4K | Hold |
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|
2023
Q4 | $78.9K | Sell |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $85.6K | Buy |
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|
2023
Q1 | $64.7K | Sell |
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|
2022
Q4 | $121K | Sell |
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|
2022
Q3 | $121K | Buy |
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|
2022
Q2 | $117K | Buy |
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|
2022
Q1 | $142K | Buy |
|