GWA
Gratus Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $649K | Hold |
12,391
| – | – | 0.1% | 77 |
|
|
2025
Q1 | $617K | Sell |
12,391
-400
| -3% | -$19.9K | 0.1% | 80 |
|
|
2024
Q4 | $618K | Sell |
12,791
-157
| -1% | -$7.59K | 0.1% | 82 |
|
|
2024
Q3 | $584K | Sell |
12,948
-24
| -0.2% | -$1.08K | 0.1% | 87 |
|
|
2024
Q2 | $556K | Hold |
12,972
| – | – | 0.1% | 86 |
|
|
2024
Q1 | $517K | Sell |
12,972
-846
| -6% | -$33.7K | 0.09% | 88 |
|
|
2023
Q4 | $520K | Buy |
+13,818
| New | +$520K | 0.1% | 85 |
|