SVWAG
Sound View Wealth Advisors Group’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $522K | Buy |
9,962
+133
| +1% | +$6.97K | 0.04% | 262 |
|
|
2025
Q1 | $490K | Hold |
9,829
| – | – | 0.04% | 260 |
|
|
2024
Q4 | $475K | Buy |
9,829
+748
| +8% | +$36.2K | 0.04% | 267 |
|
|
2024
Q3 | $412K | Buy |
9,081
+1,234
| +16% | +$55.9K | 0.03% | 287 |
|
|
2024
Q2 | $323K | Buy |
7,847
+158
| +2% | +$6.5K | 0.03% | 289 |
|
|
2024
Q1 | $324K | Hold |
7,689
| – | – | 0.03% | 296 |
|
|
2023
Q4 | $289K | Sell |
7,689
-424
| -5% | -$15.9K | 0.03% | 314 |
|
|
2023
Q3 | $269K | Sell |
8,113
-1,450
| -15% | -$48.1K | 0.03% | 307 |
|
|
2023
Q2 | $322K | Sell |
9,563
-484
| -5% | -$16.3K | 0.04% | 279 |
|
|
2023
Q1 | $323K | Buy |
10,047
+2,358
| +31% | +$75.8K | 0.04% | 275 |
|
|
2022
Q4 | $289K | Buy |
7,689
+11
| +0.1% | +$414 | 0.03% | 314 |
|
|
2022
Q3 | $233K | Hold |
7,678
| – | – | 0.05% | 243 |
|
|
2022
Q2 | $241K | Sell |
7,678
-500
| -6% | -$15.7K | 0.05% | 250 |
|
|
2022
Q1 | $313K | Buy |
8,178
+2,046
| +33% | +$78.3K | 0.06% | 235 |
|
|
2021
Q4 | $239K | Sell |
6,132
-8
| -0.1% | -$312 | 0.05% | 267 |
|
|
2021
Q3 | $230K | Buy |
+6,140
| New | +$230K | 0.05% | 266 |
|