Prestige Wealth Management Group’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 | $548K | Sell |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.2M | Sell |
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|
2024
Q3 | $1.13M | Sell |
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|
2024
Q2 | $1.15M | Sell |
|
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|
2024
Q1 | $13.8M | Buy |
|
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|
2023
Q4 | $1.01M | Buy |
|
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|
2023
Q3 | $132K | Sell |
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|
2023
Q2 | $10.9M | Buy |
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|
2023
Q1 | $9.21M | Buy |
|
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|
2022
Q4 | $9.62M | Buy |
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|
2022
Q3 | $8.45M | Buy |
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|
2022
Q2 | $7.54M | Buy |
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|
2022
Q1 | $8.53M | Buy |
|
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|
2021
Q4 | $171K | Sell |
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|
2021
Q3 | $181K | Sell |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $1.21M | Sell |
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|
2020
Q4 | $1.7M | Sell |
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|
2020
Q3 | $4.46M | Sell |
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|
2020
Q2 | $4.8M | Buy |
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|
2020
Q1 | $2.35M | Buy |
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|
2019
Q4 | $83K | Buy |
|
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|
2019
Q3 | $32K | Sell |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $44K | Sell |
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|
2018
Q4 | $41K | Buy |
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