BigSur 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
Q3 | $3.82M | Hold |
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|
2025
Q2 | $3.71M | Hold |
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|
2025
Q1 | $3.53M | Hold |
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|
2024
Q4 | $3.43M | Hold |
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|
2024
Q3 | $3.21M | Buy |
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|
2024
Q2 | $2.75M | Hold |
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|
2024
Q1 | $2.82M | Buy |
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|
2023
Q4 | $914K | Sell |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $2.41M | Sell |
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|
2022
Q4 | $2.58M | Hold |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $2.45M | Hold |
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|
2022
Q1 | $2.99M | Sell |
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|
2021
Q4 | $3.78M | Buy |
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|
2021
Q3 | $3.34M | Sell |
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|
2021
Q2 | $3.52M | Hold |
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|
2021
Q1 | $3.27M | Hold |
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|
2020
Q4 | $2.83M | Hold |
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|
2020
Q3 | $2.31M | Hold |
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|
2020
Q2 | $2.22M | Sell |
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|
2020
Q1 | $2.1M | Buy |
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|
2019
Q4 | $2.45M | Sell |
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|
2019
Q3 | $2.24M | Sell |
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|
2019
Q2 | $2.4M | Sell |
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|
2019
Q1 | $2.87M | Sell |
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|
2018
Q4 | $2.9M | Hold |
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|
2018
Q3 | $3.36M | Hold |
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|
2018
Q2 | $3.24M | Hold |
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|
2018
Q1 | $3.36M | Buy |
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|
2017
Q4 | $1.46M | Buy |
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|
2017
Q3 | $1.03M | Buy |
|