H&H Retirement Design & 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 | $1.56M | Sell |
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|
2025
Q2 | $1.57M | Buy |
|
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|
2025
Q1 | $1.31M | Sell |
|
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|
2024
Q4 | $1.47M | Sell |
|
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|
2024
Q3 | $1.43M | Buy |
|
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|
2024
Q2 | $1.26M | Buy |
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|
2024
Q1 | $1.18M | Sell |
|
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.13M | Buy |
|
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.14M | Buy |
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|
2022
Q4 | $290K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $280K | Buy |
|