Juncture Wealth Strategies’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
$399K Buy
2022
Q1
Sell
2021
Q4
$4.42M Buy
2018
Q4
Sell
2018
Q3
$7.68M Sell
2018
Q2
$8.82M Buy
2018
Q1
$8.77M Sell
2017
Q4
$9.34M Sell
2017
Q3
$9.04M Sell
2017
Q2
$8.99M Buy
2017
Q1
$8.04M Buy
2016
Q4
$7.62M Sell
2016
Q3
$6.68M Sell
2016
Q2
$9.86M Sell
2016
Q1
$9.72M Buy
2015
Q4
$10.2M Buy
2015
Q3
$9.05M Buy
2015
Q2
$9.19M Sell
2015
Q1
$9.12M Sell
2014
Q4
$17.7M Buy