Balboa Wealth Partners’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 | $865K | Sell |
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|
2025
Q1 | $830K | Buy |
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|
2024
Q4 | $800K | Sell |
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|
2024
Q3 | $767K | Sell |
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|
2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $696K | Sell |
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|
2023
Q4 | $774K | Sell |
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|
2023
Q3 | $718K | Buy |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $842K | Buy |
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|
2022
Q4 | $678K | Sell |
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|
2022
Q3 | $843K | Buy |
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