Beaumont Asset 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
Q3 | $852K | Buy |
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|
2025
Q2 | $824K | Buy |
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|
2025
Q1 | $777K | Buy |
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|
2024
Q4 | $743K | Sell |
|
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|
2024
Q3 | $714K | Buy |
|
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|
2024
Q2 | $642K | Buy |
|
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|
2024
Q1 | $652K | Buy |
|
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|
2023
Q4 | $552K | Sell |
|
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|
2023
Q3 | $650K | Sell |
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|
2023
Q2 | $664K | Sell |
|
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|
2023
Q1 | $645K | Buy |
|