Oak Harbor Wealth Partners’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 | $102K | Hold |
|
|||||
|
2025
Q1 | $96.8K | Hold |
|
|||||
|
2024
Q4 | $94K | Hold |
|
|||||
|
2024
Q3 | $88.1K | Hold |
|
|||||
|
2024
Q2 | $79.9K | Hold |
|
|||||
|
2024
Q1 | $81.9K | Hold |
|
|||||
|
2023
Q4 | $73.1K | Buy |
|
|||||
|
2023
Q3 | $7.63K | Hold |
|
|||||
|
2023
Q2 | $7.75K | Hold |
|
|||||
|
2023
Q1 | $7.39K | Hold |
|
|||||
|
2022
Q4 | $7.87K | Hold |
|
|||||
|
2022
Q3 | $7K | Hold |
|
|||||
|
2022
Q2 | $7K | Hold |
|
|||||
|
2022
Q1 | $9K | Hold |
|
|||||
|
2021
Q4 | $9K | Buy |
|