Ballast Advisors’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 | $12.8K | Hold |
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|
2025
Q1 | $12.2K | Hold |
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|
2024
Q4 | $11.8K | Hold |
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|
2024
Q3 | $11.1K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $4.42K | Hold |
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|
2023
Q4 | $3.95K | Hold |
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|
2023
Q3 | $3.48K | Sell |
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|
2023
Q2 | $7.75K | Hold |
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|
2023
Q1 | $7.39K | Sell |
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|
2022
Q4 | $35.2K | Sell |
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|
2022
Q3 | $35K | Sell |
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|
2022
Q2 | $39K | Hold |
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|
2022
Q1 | $47K | Sell |
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|
2021
Q4 | $94K | Hold |
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|
2021
Q3 | $90K | Hold |
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|
2021
Q2 | $88K | Hold |
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|
2021
Q1 | $82K | Hold |
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|
2020
Q4 | $71K | Sell |
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|
2020
Q3 | $75K | Buy |
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|
2020
Q2 | $72K | Buy |
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|
2020
Q1 | $65K | Buy |
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|
2019
Q4 | $95K | Buy |
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