Mission 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 | $2.94M | Buy |
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|
2025
Q2 | $2.85M | Buy |
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|
2025
Q1 | $2.65M | Buy |
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|
2024
Q4 | $2.39M | Sell |
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|
2024
Q3 | $2.26M | Buy |
|
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $2.04M | Buy |
|
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|
2023
Q4 | $1.76M | Sell |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.56M | Buy |
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|
2022
Q4 | $714K | Sell |
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|
2022
Q3 | $674K | Buy |
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|
2022
Q2 | $650K | Buy |
|
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|
2022
Q1 | $763K | Sell |
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|
2021
Q4 | $795K | Buy |
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|
2021
Q3 | $742K | Sell |
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|
2021
Q2 | $802K | Buy |
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|
2021
Q1 | $590K | Buy |
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|
2020
Q4 | $447K | Buy |
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|
2020
Q3 | $350K | Sell |
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|
2020
Q2 | $412K | Buy |
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|
2020
Q1 | $280K | Buy |
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|
2019
Q4 | $383K | Buy |
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|
2019
Q3 | $315K | Buy |
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|
2019
Q2 | $219K | Sell |
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|
2019
Q1 | $280K | Buy |
|