Executive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $411K | Sell |
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|
2024
Q3 | $595K | Sell |
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|
2024
Q2 | $551K | Sell |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $331K | Buy |
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|
2023
Q3 | $280K | Sell |
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|
2023
Q2 | $297K | Sell |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $283 | Sell |
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|
2022
Q2 | $291K | Buy |
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|
2022
Q1 | $351K | Buy |
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|
2021
Q4 | $308K | Sell |
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|
2021
Q3 | $633K | Sell |
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|
2021
Q2 | $652K | Buy |
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|
2021
Q1 | $312K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $513K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $133K | Buy |
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|
2019
Q1 | $109K | Hold |
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|
2018
Q4 | $101K | Buy |
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