Beaird Harris Wealth Management’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 | $213K | Hold |
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|
2025
Q1 | $202K | Hold |
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|
2024
Q4 | $196K | Sell |
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|
2024
Q3 | $921K | Buy |
|
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|
2024
Q2 | $167K | Hold |
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|
2024
Q1 | $171K | Hold |
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|
2023
Q4 | $153K | Hold |
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|
2023
Q3 | $135K | Hold |
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|
2023
Q2 | $137K | Hold |
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|
2023
Q1 | $131K | Hold |
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|
2022
Q4 | $139K | Sell |
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|
2022
Q3 | $214K | Hold |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $284K | Buy |
|