Collaborative 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
Q2 | $685K | Buy |
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|
2025
Q1 | $633K | Sell |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $634K | Sell |
|
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|
2024
Q2 | $587K | Sell |
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|
2024
Q1 | $608K | Sell |
|
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|
2023
Q4 | $573K | Buy |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $525K | Sell |
|
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|
2022
Q4 | $726K | Buy |
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|
2022
Q3 | $576K | Sell |
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|
2022
Q2 | $818K | Buy |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q1 | $1.01M | Buy |
|