Monograph Wealth Advisors’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
Q2 | $751K | Hold |
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|
2025
Q1 | $715K | Hold |
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|
2024
Q4 | $693K | Hold |
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|
2024
Q3 | $650K | Hold |
|
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|
2024
Q2 | $590K | Hold |
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|
2024
Q1 | $604K | Hold |
|
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $525K | Hold |
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|
2023
Q1 | $501K | Hold |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $473K | Hold |
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|
2022
Q2 | $490K | Hold |
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|
2022
Q1 | $597K | Sell |
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|
2021
Q4 | $622K | Buy |
|