Concord Wealth Partners’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 | $31.6K | Hold |
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|
2025
Q1 | $30K | Hold |
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|
2024
Q4 | $29.1K | Sell |
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|
2024
Q3 | $30.5K | Buy |
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|
2024
Q2 | $24.8K | Hold |
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|
2024
Q1 | $25.4K | Hold |
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|
2023
Q4 | $22.7K | Hold |
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|
2023
Q3 | $20K | Sell |
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|
2023
Q2 | $31.4K | Sell |
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|
2023
Q1 | $32.3K | Sell |
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|
2022
Q4 | $89.1K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $85K | Hold |
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|
2022
Q1 | $104K | Sell |
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|
2021
Q4 | $109K | Buy |
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|
2021
Q3 | $14K | Sell |
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|
2021
Q2 | $37K | Sell |
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|
2021
Q1 | $89K | Buy |
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|
2020
Q4 | $2K | Buy |
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