Bernardo Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $204K | Sell |
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|
2022
Q4 | $412K | Sell |
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|
2022
Q3 | $3.05M | Buy |
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|
2022
Q2 | $2.68M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.25M | Buy |
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|
2020
Q3 | $1.74M | Buy |
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|
2020
Q2 | $1.48M | Buy |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $1.63M | Sell |
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|
2019
Q3 | $1.5M | Sell |
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|
2019
Q2 | $1.54M | Buy |
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|
2019
Q1 | $1.41M | Buy |
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|
2018
Q4 | $1.13M | Buy |
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