Graves Light Lenhart 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 | $222K | Hold |
|
|||||
|
2025
Q2 | $216K | Hold |
|
|||||
|
2025
Q1 | $205K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $235K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $63K | Hold |
|
|||||
|
2022
Q1 | $77K | Hold |
|
|||||
|
2021
Q4 | $78K | Hold |
|
|||||
|
2021
Q3 | $75K | Sell |
|
|||||
|
2021
Q2 | $219K | Hold |
|
|||||
|
2021
Q1 | $204K | Hold |
|
|||||
|
2020
Q4 | $176K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $218K | Hold |
|
|||||
|
2019
Q3 | $203K | Buy |
|