GLLW
Graves Light Lenhart Wealth’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 | $216K | Hold |
4,116
| – | – | 0.03% | 181 |
|
|
2025
Q1 | $205K | Buy |
+4,116
| New | +$205K | 0.03% | 178 |
|
|
2024
Q4 | – | Sell |
-5,181
| Closed | -$235K | – | 193 |
|
|
2024
Q3 | $235K | Buy |
+5,181
| New | +$235K | 0.03% | 165 |
|
|
2022
Q3 | – | Sell |
-2,000
| Closed | -$63K | – | 617 |
|
|
2022
Q2 | $63K | Hold |
2,000
| – | – | 0.01% | 281 |
|
|
2022
Q1 | $77K | Hold |
2,000
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $78K | Hold |
2,000
| – | – | 0.01% | 341 |
|
|
2021
Q3 | $75K | Sell |
2,000
-3,982
| -67% | -$149K | 0.01% | 321 |
|
|
2021
Q2 | $219K | Hold |
5,982
| – | – | 0.04% | 172 |
|
|
2021
Q1 | $204K | Hold |
5,982
| – | – | 0.04% | 176 |
|
|
2020
Q4 | $176K | Buy |
+5,982
| New | +$176K | 0.03% | 181 |
|
|
2020
Q1 | – | Sell |
-7,085
| Closed | -$218K | – | 183 |
|
|
2019
Q4 | $218K | Hold |
7,085
| – | – | 0.05% | 158 |
|
|
2019
Q3 | $203K | Buy |
+7,085
| New | +$203K | 0.04% | 165 |
|