Avidian Wealth Enterprises’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 | $1.14M | Buy |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $979K | Buy |
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|
2024
Q3 | $622K | Buy |
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|
2024
Q2 | $529K | Sell |
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|
2024
Q1 | $661K | Sell |
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|
2023
Q4 | $705K | Sell |
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|
2023
Q3 | $815K | Sell |
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|
2023
Q2 | $1.06M | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $427K | Sell |
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|
2022
Q3 | $504K | Sell |
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|
2022
Q2 | $4.86M | Sell |
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|
2022
Q1 | $16.3M | Buy |
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|
2021
Q4 | $16.1M | Buy |
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|
2021
Q3 | $15.3M | Buy |
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|
2021
Q2 | $12.9M | Buy |
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|
2021
Q1 | $6.71M | Buy |
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|
2020
Q4 | $329K | Sell |
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|
2020
Q3 | $533K | Sell |
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|
2020
Q2 | $1.07M | Sell |
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|
2020
Q1 | $1.44M | Buy |
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|
2019
Q4 | $891K | Buy |
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|
2019
Q3 | $282K | Sell |
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|
2019
Q2 | $4.01M | Buy |
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|
2019
Q1 | $2.53M | Sell |
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|
2018
Q4 | $7.48M | Sell |
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|
2018
Q3 | $13.1M | Buy |
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|
2018
Q2 | $12.3M | Sell |
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|
2018
Q1 | $13.4M | Buy |
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|
2017
Q4 | $3.23K | Sell |
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|
2017
Q3 | $3.03M | Buy |
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|
2017
Q2 | $2.77M | Sell |
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|
2017
Q1 | $2.71M | Sell |
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|
2016
Q4 | $12.9M | Sell |
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|
2016
Q3 | $10.9M | Sell |
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|
2016
Q2 | $11.7K | Sell |
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|
2016
Q1 | $12.9M | Sell |
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|
2015
Q4 | $24M | Buy |
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|
2015
Q3 | $22.5M | Sell |
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|
2015
Q2 | $25.1M | Buy |
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|
2015
Q1 | $20.2M | Buy |
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|
2014
Q4 | $20.7M | Sell |
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|
2014
Q3 | $24.4M | Buy |
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|
2014
Q2 | $23.8M | Buy |
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|
2014
Q1 | $20.6M | Buy |
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|
2013
Q4 | $7.58M | Buy |
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