Perennial 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
Q2 | $1.94M | Sell |
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|
2025
Q1 | $1.85M | Sell |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $832K | Buy |
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|
2023
Q4 | $706K | Sell |
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|
2023
Q3 | $933K | Sell |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.03M | Sell |
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|
2022
Q3 | $968K | Sell |
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|
2022
Q2 | $1.06M | Sell |
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|
2022
Q1 | $1.42M | Buy |
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|
2021
Q4 | $995K | Buy |
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|
2021
Q3 | $678K | Buy |
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|
2021
Q2 | $466K | Buy |
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