Navis 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
Q3 | $782K | Buy |
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|
2025
Q2 | $760K | Buy |
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|
2025
Q1 | $723K | Buy |
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|
2024
Q4 | $701K | Buy |
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|
2024
Q3 | $657K | Buy |
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|
2024
Q2 | $595K | Buy |
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|
2024
Q1 | $609K | Sell |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $558K | Sell |
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|
2023
Q2 | $568K | Buy |
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|
2023
Q1 | $541K | Buy |
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|
2022
Q4 | $575K | Sell |
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|
2022
Q3 | $511K | Buy |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $618K | Sell |
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|
2021
Q3 | $594K | Buy |
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|
2021
Q2 | $552K | Sell |
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|
2021
Q1 | $515K | Buy |
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|
2020
Q4 | $419K | Buy |
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