Hillcrest Wealth Advisors’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 | $350K | Hold |
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|
2025
Q2 | $340K | Sell |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $363K | Sell |
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|
2024
Q2 | $411K | Hold |
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|
2024
Q1 | $421K | Sell |
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|
2023
Q4 | $743K | Sell |
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|
2023
Q3 | $2.09M | Sell |
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|
2023
Q2 | $2.24M | Buy |
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|
2023
Q1 | $2.07M | Buy |
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|
2022
Q4 | $1.93M | Sell |
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|
2022
Q3 | $1.94M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $518K | Sell |
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|
2021
Q2 | $644K | Buy |
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|
2021
Q1 | $460K | Hold |
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|
2020
Q4 | $398K | Sell |
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|
2020
Q3 | $873K | Buy |
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|
2020
Q2 | $794K | Sell |
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|
2020
Q1 | $882K | Buy |
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|
2019
Q4 | $512K | Sell |
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|
2019
Q3 | $955K | Sell |
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|
2019
Q2 | $1.75M | Sell |
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|
2019
Q1 | $2.23M | Buy |
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|
2018
Q4 | $1.98M | Buy |
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