EverSource Wealth Advisors’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 | $1.67M | Sell |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.56M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $947K | Sell |
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|
2024
Q1 | $896K | Buy |
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|
2023
Q4 | $676K | Sell |
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|
2023
Q3 | $715K | Sell |
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|
2023
Q2 | $896K | Sell |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $4.2M | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $4K | Buy |
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