PFA
Plotkin Financial 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 | $213K | Hold |
4,065
| – | – | 0.12% | 87 |
|
|
2025
Q1 | $202K | Buy |
+4,065
| New | +$202K | 0.12% | 88 |
|
|
2022
Q1 | – | Sell |
-7,191
| Closed | -$281K | – | 94 |
|
|
2021
Q4 | $281K | Sell |
7,191
-6,259
| -47% | -$244K | 0.18% | 68 |
|
|
2021
Q3 | $505K | Sell |
13,450
-19,700
| -59% | -$739K | 0.3% | 54 |
|
|
2021
Q2 | $1.22M | Buy |
+33,150
| New | +$1.22M | 0.67% | 38 |
|