Retirement Income Solutions’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 | $499K | Hold |
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|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $468K | Buy |
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|
2024
Q3 | $275K | Buy |
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|
2024
Q2 | $224K | Hold |
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|
2024
Q1 | $229K | Hold |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $215K | Sell |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $253K | Sell |
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|
2022
Q1 | $452K | Hold |
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|
2021
Q4 | $460K | Buy |
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|
2021
Q3 | $204K | Buy |
|