Flagship Private 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
$746K Buy
2022
Q4
Sell
2022
Q3
$219K Sell
2022
Q2
$279K Buy
2022
Q1
$340K Sell
2021
Q4
$386K Sell
2021
Q3
$371K Sell
2021
Q2
$727K Buy
2021
Q1
$556K Buy
2020
Q4
$285K Buy