Richard W. Paul & Associates’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 | $405K | Sell |
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|
2025
Q1 | $438K | Sell |
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|
2024
Q4 | $973K | Sell |
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|
2024
Q3 | $952K | Sell |
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|
2024
Q2 | $971K | Sell |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $945K | Sell |
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|
2023
Q3 | $852K | Buy |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $369K | Buy |
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|
2022
Q4 | $334K | Buy |
|