Beacon Capital Management LLC (Tennessee)’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
$303K Sell
2025
Q1
$336K Buy
2024
Q4
$115K Sell
2024
Q3
$109K Buy
2024
Q2
$92.9K Sell
2024
Q1
$112K Buy
2023
Q4
$41.1K Buy
2023
Q3
$40.2K Hold
2023
Q2
$40.2K Sell
2023
Q1
$52.4K Sell
2022
Q4
$66.5K Buy
2022
Q3
$47K Buy
2022
Q2
$51K Hold
2022
Q1
$51K Buy