RPg Family Wealth Advisory’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 | $3.24M | Buy |
|
|||||
|
2025
Q1 | $2.76M | Buy |
|
|||||
|
2024
Q4 | $1.97M | Buy |
|
|||||
|
2024
Q3 | $1.74M | Buy |
|
|||||
|
2024
Q2 | $1.48M | Buy |
|
|||||
|
2024
Q1 | $1.44M | Sell |
|
|||||
|
2023
Q4 | $1.34M | Sell |
|
|||||
|
2023
Q3 | $1.28M | Buy |
|
|||||
|
2023
Q2 | $1.25M | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $818K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $4.56K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $18K | Hold |
|
|||||
|
2017
Q3 | $16.7K | Hold |
|
|||||
|
2017
Q2 | $15.9K | Hold |
|
|||||
|
2017
Q1 | $15.3K | Buy |
|
|||||
|
2016
Q3 | – | Sell |
|
|||||
|
2016
Q2 | $39.3K | Buy |
|