Centric 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 | $4.16M | Buy |
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|
2025
Q2 | $1.17M | Sell |
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|
2025
Q1 | $3.77M | Buy |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $2.95M | Buy |
|
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $364K | Buy |
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|
2023
Q4 | $293K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.39M | Sell |
|
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|
2021
Q2 | $1.44M | Sell |
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|
2021
Q1 | $2.01M | Buy |
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|
2020
Q4 | $702K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $278K | Buy |
|