Elevation 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
Q3 | $107K | Buy |
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|
2025
Q2 | $104K | Buy |
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|
2025
Q1 | $98.5K | Buy |
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|
2024
Q4 | $95.2K | Sell |
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|
2024
Q3 | $100K | Buy |
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|
2024
Q2 | $80.4K | Buy |
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|
2024
Q1 | $82K | Buy |
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|
2023
Q4 | $64.3K | Hold |
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|
2023
Q3 | $64.3K | Hold |
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|
2023
Q2 | $65.4K | Hold |
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|
2023
Q1 | $62.4K | Buy |
|