HPIA
Hamilton Point Investment 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 | – | Sell |
-571
| Closed | -$28.4K | – | 165 |
|
|
2025
Q1 | $28.4K | Buy |
+571
| New | +$28.4K | 0.01% | 138 |
|
|
2024
Q4 | – | Sell |
-2,000
| Closed | -$90.6K | – | 175 |
|
|
2024
Q3 | $90.6K | Buy |
+2,000
| New | +$90.6K | 0.02% | 131 |
|
|
2023
Q2 | – | Sell |
-1,229
| Closed | -$39.5K | – | 147 |
|
|
2023
Q1 | $39.5K | Buy |
+1,229
| New | +$39.5K | 0.01% | 126 |
|