Optimum Investment 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 | $198K | Hold |
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|
2025
Q2 | $192K | Hold |
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|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $178K | Sell |
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|
2024
Q3 | $207K | Hold |
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|
2024
Q2 | $188K | Sell |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $216K | Hold |
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|
2023
Q1 | $206K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $402K | Sell |
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|
2022
Q2 | $426K | Hold |
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|
2022
Q1 | $519K | Sell |
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|
2021
Q4 | $543K | Sell |
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|
2021
Q3 | $591K | Sell |
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|
2021
Q2 | $969K | Sell |
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|
2021
Q1 | $960K | Sell |
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|
2020
Q4 | $846K | Sell |
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|
2020
Q3 | $693K | Sell |
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|
2020
Q2 | $679K | Sell |
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|
2020
Q1 | $651K | Sell |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $936K | Sell |
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|
2019
Q1 | $941K | Sell |
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|
2018
Q4 | $898K | Sell |
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|
2018
Q3 | $1.1M | Sell |
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|
2018
Q2 | $1.07M | Sell |
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|
2018
Q1 | $1.14M | Buy |
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|
2017
Q4 | $1.15M | Buy |
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|
2017
Q3 | $1.04M | Sell |
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|
2017
Q2 | $1.04M | Sell |
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|
2017
Q1 | $1.03M | Sell |
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|
2016
Q4 | $1.03M | Buy |
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|
2016
Q3 | $661K | Sell |
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|
2016
Q2 | $800K | Sell |
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|
2016
Q1 | $830K | Sell |
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|
2015
Q4 | $933K | Sell |
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|
2015
Q3 | $915K | Buy |
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|
2015
Q1 | $978K | Sell |
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|
2014
Q4 | $1.02M | Buy |
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|
2014
Q3 | $105K | Hold |
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|
2014
Q2 | $102K | Buy |
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|
2014
Q1 | $65K | Sell |
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|
2013
Q4 | $108K | Buy |
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|
2013
Q3 | $78K | Buy |
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