Roberts Wealth Advisors’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 | $1.64M | Sell |
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|
2025
Q2 | $1.62M | Sell |
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|
2025
Q1 | $1.54M | Buy |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.15M | Sell |
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|
2024
Q1 | $1.14M | Sell |
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|
2023
Q4 | $3.26M | Sell |
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|
2023
Q3 | $970K | Sell |
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|
2023
Q2 | $1.01M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $1.12M | Buy |
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|
2022
Q3 | $907K | Buy |
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|
2022
Q2 | $911K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.04M | Buy |
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|
2021
Q3 | $950K | Buy |
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