NWAM LLC’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 | $5.48M | Sell |
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|
2025
Q2 | $5.55M | Sell |
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|
2025
Q1 | $5.62M | Sell |
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|
2024
Q4 | $5.52M | Buy |
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|
2024
Q3 | $4.47M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.69M | Buy |
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|
2023
Q4 | $3.1M | Buy |
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|
2023
Q3 | $2.45M | Buy |
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|
2023
Q2 | $224K | Sell |
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|
2023
Q1 | $432K | Buy |
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|
2022
Q4 | $439K | Buy |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $2.01M | Sell |
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|
2022
Q1 | $2.78M | Buy |
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|
2021
Q4 | $2.1M | Sell |
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|
2021
Q3 | $2.93M | Buy |
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|
2021
Q2 | $974K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $280K | Hold |
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|
2019
Q3 | $255K | Buy |
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|
2019
Q2 | $230K | Buy |
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|
2019
Q1 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $368K | Sell |
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|
2018
Q2 | $361K | Buy |
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|
2018
Q1 | $360K | Buy |
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|
2017
Q4 | $290K | Buy |
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|
2017
Q3 | $265K | Hold |
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|
2017
Q2 | $253K | Hold |
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|
2017
Q1 | $243K | Buy |
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