Golden State 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.94M | Buy |
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|
2025
Q2 | $1.88M | Sell |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.75M | Buy |
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|
2022
Q1 | $1.82M | Sell |
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|
2021
Q4 | $1.89M | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.48M | Sell |
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|
2020
Q4 | $1.33M | Sell |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.32M | Sell |
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|
2020
Q1 | $1.36M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2.62M | Sell |
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|
2019
Q2 | $2.6M | Buy |
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|
2019
Q1 | $2.28M | Buy |
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