Atwood & Palmer’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 | $3.07K | Hold |
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|
2025
Q2 | $2.99K | Sell |
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|
2025
Q1 | $6.33K | Hold |
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|
2024
Q4 | $6.14K | Hold |
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|
2024
Q3 | $5.76K | Sell |
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|
2024
Q2 | $5.63K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $64K | Hold |
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|
2021
Q3 | $61K | Hold |
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|
2021
Q2 | $60K | Hold |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $48K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $10K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $12K | Hold |
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|
2015
Q3 | $12K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $198K | Hold |
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|
2014
Q3 | $185K | Buy |
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