PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $335K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $320K | Buy |
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|
2022
Q2 | $270K | Sell |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $330K | Sell |
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|
2021
Q3 | $340K | Buy |
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|
2021
Q2 | $204K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1K | Hold |
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|
2018
Q4 | $1K | Buy |
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