PIA
Perennial Investment 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 | $1.94M | Sell |
37,048
-165
| -0.4% | -$8.64K | 0.19% | 107 |
|
|
2025
Q1 | $1.85M | Sell |
37,213
-4,031
| -10% | -$201K | 0.21% | 89 |
|
|
2024
Q4 | $1.99M | Buy |
41,244
+6,567
| +19% | +$317K | 0.23% | 81 |
|
|
2024
Q3 | $1.57M | Buy |
34,677
+3,771
| +12% | +$171K | 0.2% | 86 |
|
|
2024
Q2 | $1.27M | Buy |
30,906
+11,150
| +56% | +$458K | 0.18% | 94 |
|
|
2024
Q1 | $832K | Buy |
19,756
+971
| +5% | +$40.9K | 0.13% | 133 |
|
|
2023
Q4 | $706K | Sell |
18,785
-9,337
| -33% | -$351K | 0.12% | 146 |
|
|
2023
Q3 | $933K | Sell |
28,122
-8,608
| -23% | -$286K | 0.17% | 105 |
|
|
2023
Q2 | $1.24M | Sell |
36,730
-6,373
| -15% | -$215K | 0.22% | 92 |
|
|
2023
Q1 | $1.39M | Buy |
43,103
+13,128
| +44% | +$422K | 0.26% | 81 |
|
|
2022
Q4 | $1.03M | Sell |
29,975
-1,925
| -6% | -$65.8K | 0.42% | 47 |
|
|
2022
Q3 | $968K | Sell |
31,900
-1,916
| -6% | -$58.1K | 0.44% | 47 |
|
|
2022
Q2 | $1.06M | Sell |
33,816
-3,306
| -9% | -$104K | 0.42% | 50 |
|
|
2022
Q1 | $1.42M | Buy |
37,122
+11,748
| +46% | +$450K | 0.45% | 42 |
|
|
2021
Q4 | $995K | Buy |
25,374
+7,337
| +41% | +$288K | 0.31% | 69 |
|
|
2021
Q3 | $678K | Buy |
18,037
+5,344
| +42% | +$201K | 0.24% | 91 |
|
|
2021
Q2 | $466K | Buy |
+12,693
| New | +$466K | 0.17% | 116 |
|