Avion Wealth’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 | $167K | Hold |
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|
2025
Q2 | $163K | Hold |
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|
2025
Q1 | $150K | Hold |
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|
2024
Q4 | $150K | Sell |
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|
2024
Q3 | $273K | Sell |
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|
2024
Q2 | $284K | Buy |
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | $228K | Hold |
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|
2023
Q3 | $201K | Hold |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $207K | Hold |
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|
2022
Q4 | $184K | Hold |
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|
2022
Q3 | $184K | Hold |
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|
2022
Q2 | $191K | Hold |
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|
2022
Q1 | $233K | Hold |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $228K | Hold |
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|
2021
Q2 | $223K | Buy |
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|
2021
Q1 | $206K | Hold |
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|
2020
Q4 | $178K | Buy |
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|
2020
Q3 | $131K | Hold |
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|
2020
Q2 | $126K | Hold |
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|
2020
Q1 | $113K | Buy |
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