Householder Group Estate & Retirement Specialist’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
2024
Q4
$40K Sell
2024
Q3
$317K Sell
2024
Q2
$376K Sell
2024
Q1
$558K Buy
2023
Q4
$467K Buy
2023
Q3
$303K Buy
2023
Q1
$370K Buy
2022
Q4
Sell
2022
Q3
$404K Sell
2022
Q2
$463K Buy
2022
Q1
$557K Sell
2021
Q4
$582K Buy