Evoke Wealth’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 | $2.07M | Buy |
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|
2025
Q2 | $1.96M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.54M | Buy |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $695K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $423K | Buy |
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|
2022
Q3 | $345K | Hold |
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|
2022
Q2 | $358K | Sell |
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|
2022
Q1 | $24M | Buy |
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|
2021
Q4 | $24.5M | Buy |
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|
2021
Q3 | $1.04M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $804K | Buy |
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|
2020
Q4 | $592K | Buy |
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|
2020
Q3 | $137K | Hold |
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|
2020
Q2 | $131K | Sell |
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|
2020
Q1 | $137K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $274K | Buy |
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