Financial Perspectives’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 | $90.6K | Hold |
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|
2025
Q2 | $88K | Hold |
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|
2025
Q1 | $83.7K | Hold |
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|
2024
Q4 | $81.2K | Hold |
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|
2024
Q3 | $76.2K | Hold |
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|
2024
Q2 | $69.1K | Hold |
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|
2024
Q1 | $70.8K | Hold |
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|
2023
Q4 | $63.2K | Hold |
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|
2023
Q3 | $55.8K | Hold |
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|
2023
Q2 | $56.7K | Buy |
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|
2023
Q1 | $46.4K | Hold |
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|
2022
Q4 | $49.3K | Hold |
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|
2022
Q3 | $43.8K | Sell |
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|
2022
Q2 | $51.7K | Buy |
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|
2022
Q1 | $63K | Buy |
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|
2021
Q4 | $56.3K | Hold |
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|
2021
Q3 | $54.1K | Sell |
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|
2021
Q2 | $57.8K | Sell |
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|
2021
Q1 | $1.37M | Buy |
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|
2020
Q4 | $49.5K | Buy |
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|
2020
Q3 | $29.2K | Hold |
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|
2020
Q2 | $28.1K | Buy |
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|
2020
Q1 | $22.4K | Buy |
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|
2019
Q4 | $33K | Buy |
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