One Charles Private Wealth Services’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 | $2.78M | Buy |
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|
2025
Q1 | $2.56M | Buy |
|
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|
2024
Q4 | $2.45M | Buy |
|
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|
2024
Q3 | $2.21M | Sell |
|
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|
2024
Q2 | $2.32M | Buy |
|
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|
2024
Q1 | $2.02M | Buy |
|
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|
2023
Q4 | $1.35M | Buy |
|
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|
2023
Q3 | $1.18M | Buy |
|
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|
2023
Q2 | $1.18M | Buy |
|
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|
2023
Q1 | $999K | Buy |
|
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|
2022
Q4 | $704K | Sell |
|
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|
2022
Q3 | $844K | Buy |
|
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|
2022
Q2 | $561K | Sell |
|
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|
2022
Q1 | $3.19M | Buy |
|
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|
2021
Q4 | $2.86M | Buy |
|
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|
2021
Q3 | $2.7M | Buy |
|
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|
2021
Q2 | $2.2M | Buy |
|
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|
2021
Q1 | $632K | Buy |
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|
2020
Q4 | $227K | Buy |
|