Householder Group Estate & Retirement Specialist’s State Street Financial Select Sector SPDR ETF 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