BIP Wealth’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
$336K Hold
2025
Q2
$327K Sell
2025
Q1
$373K Buy
2024
Q4
$351K Buy
2024
Q3
$273K Buy
2024
Q2
$246K Hold
2024
Q1
$252K Sell
2023
Q4
$230K Sell
2023
Q3
$204K Buy
2023
Q2
$202K Sell
2023
Q1
$231K Buy