LJI Wealth Management’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 | $1.73M | Sell |
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|
2025
Q2 | $1.76M | Buy |
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|
2025
Q1 | $1.66M | Buy |
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|
2024
Q4 | $1.61M | Sell |
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|
2024
Q3 | $1.56M | Hold |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.33M | Sell |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.28M | Buy |
|
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|
2023
Q1 | $1.2M | Buy |
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|
2022
Q4 | $1.19M | Buy |
|