PA
Perennial Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $366K | Sell |
6,998
-200
| -3% | -$10.5K | 0.07% | 94 |
|
|
2025
Q1 | $359K | Buy |
+7,198
| New | +$359K | 0.07% | 91 |
|
|
2024
Q2 | $304K | Hold |
7,398
| – | – | 0.07% | 92 |
|
|
2024
Q1 | $312K | Hold |
7,398
| – | – | 0.07% | 89 |
|
|
2023
Q4 | $278K | Buy |
+7,398
| New | +$278K | 0.07% | 95 |
|