Compass 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 | $484K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $114K | Hold |
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|
2024
Q4 | $111K | Buy |
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|
2024
Q3 | $97.4K | Hold |
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|
2024
Q2 | $88.4K | Hold |
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|
2024
Q1 | $90.5K | Hold |
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|
2023
Q4 | $80.8K | Hold |
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|
2023
Q3 | $71.3K | Sell |
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|
2023
Q2 | $106K | Hold |
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|
2023
Q1 | $101K | Sell |
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|
2022
Q4 | $121K | Buy |
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