Pine Haven Investment Counsel’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
$300K Hold
2025
Q2
$292K Hold
2025
Q1
$277K Sell
2024
Q4
$318K Sell
2024
Q3
$366K Sell
2024
Q2
$455K Hold
2024
Q1
$466K Sell
2023
Q4
$473K Hold
2023
Q3
$417K Sell
2023
Q2
$443K Hold
2023
Q1
$422K Hold
2022
Q4
$449K Hold
2022
Q3
$399K Hold
2022
Q2
$413K Hold
2022
Q1
$503K Hold
2021
Q4
$513K Buy