Clay Northam 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 | $612K | Hold |
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|
2025
Q2 | $595K | Sell |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $571K | Hold |
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|
2024
Q3 | $536K | Hold |
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|
2024
Q2 | $486K | Hold |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $441K | Hold |
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|
2023
Q3 | $389K | Hold |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $401K | Sell |
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|
2022
Q3 | $374K | Hold |
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|
2022
Q2 | $388K | Sell |
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|
2022
Q1 | $475K | Hold |
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|
2021
Q4 | $484K | Buy |
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