Heartwood Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History

Heartwood Wealth Advisors’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$90.9K	Buy
2021 Q1	–	Sell
2020 Q4	$2.73M	Buy
2020 Q3	$2.17M	Buy
2020 Q2	$2.09M	Sell
2020 Q1	$1.93M	Sell
2019 Q4	$8.72M	Buy