Signature Wealth Management Partners’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 | $860K | Sell |
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|
2025
Q2 | $897K | Buy |
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|
2025
Q1 | $851K | Buy |
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|
2024
Q4 | $824K | Buy |
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|
2024
Q3 | $770K | Sell |
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|
2024
Q2 | $850K | Buy |
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|
2024
Q1 | $829K | Sell |
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|
2023
Q4 | $761K | Buy |
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|
2023
Q3 | $441K | Buy |
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|
2023
Q2 | $447K | Sell |
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|
2023
Q1 | $498K | Sell |
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|
2022
Q4 | $656K | Buy |
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|
2022
Q3 | $536K | Sell |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $660K | Buy |
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|
2021
Q4 | $640K | Buy |
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|
2021
Q3 | $593K | Hold |
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|
2021
Q2 | $579K | Sell |
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|
2021
Q1 | $548K | Buy |
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|
2020
Q4 | $466K | Buy |
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