Personal CFO Solutions’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 | – | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $930K | Buy |
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|
2024
Q2 | $791K | Sell |
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|
2024
Q1 | $828K | Sell |
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|
2023
Q4 | $899K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.05M | Buy |
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|
2022
Q3 | $453K | Buy |
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|
2022
Q2 | $438K | Buy |
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|
2022
Q1 | $490K | Sell |
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|
2021
Q4 | $1.53M | Sell |
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|
2021
Q3 | $1.64M | Buy |
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|
2021
Q2 | $1.45M | Buy |
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|
2021
Q1 | $1.18M | Sell |
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|
2020
Q4 | $1.29M | Sell |
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|
2020
Q3 | $1K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.3M | Buy |
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