BlueSky Wealth Advisors’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
$277K Buy
2025
Q2
Sell
2025
Q1
$289K Hold
2024
Q4
$280K Hold
2024
Q3
$263K Hold
2024
Q2
$238K Buy
2024
Q1
Sell
2023
Q4
$218K Sell
2023
Q3
$338K Hold
2023
Q2
$343K Hold
2023
Q1
$328K Hold
2022
Q4
$348K Hold
2022
Q3
$309K Hold
2022
Q2
$320K Hold
2022
Q1
$390K Hold
2021
Q4
$398K Hold
2021
Q3
$382K Sell
2021
Q2
$381K Buy
2021
Q1
$260K Buy