Sound View Wealth Advisors Group’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 | $522K | Buy |
|
|||||
|
2025
Q1 | $490K | Hold |
|
|||||
|
2024
Q4 | $475K | Buy |
|
|||||
|
2024
Q3 | $412K | Buy |
|
|||||
|
2024
Q2 | $323K | Buy |
|
|||||
|
2024
Q1 | $324K | Hold |
|
|||||
|
2023
Q4 | $289K | Sell |
|
|||||
|
2023
Q3 | $269K | Sell |
|
|||||
|
2023
Q2 | $322K | Sell |
|
|||||
|
2023
Q1 | $323K | Buy |
|
|||||
|
2022
Q4 | $289K | Buy |
|
|||||
|
2022
Q3 | $233K | Hold |
|
|||||
|
2022
Q2 | $241K | Sell |
|
|||||
|
2022
Q1 | $313K | Buy |
|
|||||
|
2021
Q4 | $239K | Sell |
|
|||||
|
2021
Q3 | $230K | Buy |
|