Moulton 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 | $1.22M | Buy |
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|
2025
Q2 | $1.2M | Sell |
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|
2025
Q1 | $2.64M | Buy |
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|
2024
Q4 | $2.5M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.79M | Sell |
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|
2021
Q3 | $2.61M | Sell |
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|
2021
Q2 | $6.86M | Sell |
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|
2021
Q1 | $7.46M | Buy |
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|
2020
Q4 | $4.58M | Buy |
|