Private Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $506K | Sell |
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|
2023
Q3 | $475K | Sell |
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|
2023
Q2 | $531K | Buy |
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|
2023
Q1 | $505K | Buy |
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|
2022
Q4 | $511K | Sell |
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|
2022
Q3 | $613K | Buy |
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|
2022
Q2 | $631K | Sell |
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|
2022
Q1 | $797K | Buy |
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|
2021
Q4 | $808K | Buy |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $363K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $290K | Sell |
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|
2020
Q3 | $258K | Sell |
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|
2020
Q2 | $339K | Sell |
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|
2020
Q1 | $408K | Sell |
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|
2019
Q4 | $687K | Buy |
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