Claret Asset 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
Q2 | $255K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $241K | Hold |
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|
2024
Q3 | $226K | Sell |
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|
2024
Q2 | $209K | Sell |
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|
2024
Q1 | $233K | Sell |
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|
2023
Q4 | $212K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $233K | Sell |
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|
2021
Q3 | $225K | Sell |
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|
2021
Q2 | $233K | Sell |
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|
2021
Q1 | $230K | Sell |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $256K | Sell |
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|
2019
Q3 | $234K | Hold |
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|
2019
Q2 | $231K | Buy |
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|
2019
Q1 | $215K | Sell |
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|
2018
Q4 | $200K | Sell |
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|
2018
Q3 | $246K | Hold |
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|
2018
Q2 | $237K | Sell |
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|
2018
Q1 | $247K | Sell |
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|
2017
Q4 | $251K | Buy |
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