Core Wealth Partners’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $802K | Buy |
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|
2025
Q3 | $767K | Buy |
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|
2025
Q2 | $744K | Sell |
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|
2025
Q1 | $829K | Buy |
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|
2024
Q4 | $640K | Buy |
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|
2024
Q3 | $303K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $280K | Buy |
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|
2023
Q4 | $249K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $222K | Hold |
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|
2023
Q1 | $211K | Buy |
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