Fortis Group Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Fortis Group Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.74K	Sell
2025 Q2	$4.47M	Sell
2025 Q1	$5.44M	Sell
2024 Q4	$5.6M	Buy
2024 Q3	$2.05M	Sell
2024 Q2	$3.61M	Buy
2024 Q1	$6.05K	Sell
2023 Q4	$10.8K	Buy
2023 Q3	$4.77K	Buy
2020 Q3	$3K	Buy