Barrett & Company’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 | $115K | Sell |
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|
2025
Q2 | $151K | Buy |
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|
2025
Q1 | $106K | Sell |
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|
2024
Q4 | $132K | Buy |
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|
2024
Q3 | $110K | Buy |
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|
2024
Q2 | $98.8K | Sell |
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|
2024
Q1 | $118K | Hold |
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|
2023
Q4 | $105K | Hold |
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|
2023
Q3 | $93K | Buy |
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|
2023
Q2 | $90.6K | Sell |
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|
2023
Q1 | $143K | Sell |
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|
2022
Q4 | $210K | Hold |
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|
2022
Q3 | $210K | Buy |
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