Sax 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 | $1.04M | Sell |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $918K | Buy |
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|
2024
Q4 | $890K | Sell |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $860K | Buy |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $764K | Sell |
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|
2023
Q3 | $695K | Buy |
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|
2023
Q2 | $696K | Sell |
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|
2023
Q1 | $679K | Buy |
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|
2022
Q4 | $489K | Sell |
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|
2022
Q3 | $531K | Hold |
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|
2022
Q2 | $550K | Sell |
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|
2022
Q1 | $709K | Sell |
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|
2021
Q4 | $1.19M | Hold |
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|
2021
Q3 | $1.14M | Buy |
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|
2021
Q2 | $1.07M | Buy |
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|
2021
Q1 | $962K | Buy |
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