Falcon Wealth Planning’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 | $845K | Sell |
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|
2025
Q2 | $952K | Sell |
|
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|
2025
Q1 | $992K | Buy |
|
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|
2024
Q4 | $963K | Sell |
|
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|
2024
Q3 | $905K | Sell |
|
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|
2024
Q2 | $822K | Buy |
|
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|
2024
Q1 | $814K | Buy |
|
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|
2023
Q4 | $719K | Buy |
|
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|
2023
Q3 | $590K | Buy |
|
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|
2023
Q2 | $599K | Sell |
|
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|
2023
Q1 | $574K | Sell |
|
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|
2022
Q4 | $620K | Sell |
|
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|
2022
Q3 | $551K | Buy |
|
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|
2022
Q2 | $543K | Hold |
|
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|
2022
Q1 | $661K | Hold |
|
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|
2021
Q4 | $674K | Buy |
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|
2021
Q3 | $619K | Buy |
|
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|
2021
Q2 | $601K | Sell |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $483K | Buy |
|