Dopkins Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History

Dopkins Wealth Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$286K	Hold
2025 Q2	$278K	Hold
2025 Q1	$264K	Hold
2024 Q4	$256K	Hold
2024 Q3	$240K	Hold
2024 Q2	$218K	Hold
2024 Q1	$223K	Buy