Evolution 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 | $31.8M | Sell |
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|
2025
Q1 | $30.2M | Sell |
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|
2024
Q4 | $29.4M | Buy |
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|
2024
Q3 | $22.9M | Sell |
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|
2024
Q2 | $20.9M | Buy |
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|
2024
Q1 | $21.2M | Buy |
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|
2023
Q4 | $15.9M | Sell |
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|
2023
Q3 | $14.2M | Sell |
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|
2023
Q2 | $16.7M | Buy |
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|
2023
Q1 | $15.9M | Sell |
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|
2022
Q4 | $16.9M | Sell |
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|
2022
Q3 | $15.3M | Buy |
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|
2022
Q2 | $15.2M | Sell |
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|
2022
Q1 | $25.8M | Buy |
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|
2021
Q4 | $26.1K | Buy |
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|
2021
Q3 | $23.5M | Buy |
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|
2021
Q2 | $17.4M | Buy |
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|
2021
Q1 | $11.4M | Buy |
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|
2020
Q4 | $9.35M | Buy |
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|
2020
Q3 | $7.29M | Buy |
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|
2020
Q2 | $6.13M | Buy |
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|
2020
Q1 | $117K | Sell |
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|
2019
Q4 | $8.06M | Buy |
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|
2019
Q3 | $11K | Sell |
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|
2019
Q2 | $10.6M | Buy |
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|
2019
Q1 | $9.4M | Sell |
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|
2018
Q4 | $12.3M | Buy |
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