SteelPeak Wealth’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 | $6.55M | Buy |
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|
2025
Q2 | $5.99M | Sell |
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|
2025
Q1 | $5.9M | Buy |
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|
2024
Q4 | $2.46M | Sell |
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|
2024
Q3 | $2.33M | Buy |
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|
2024
Q2 | $2.02M | Sell |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $1.68M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.29M | Buy |
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|
2022
Q4 | $1.15M | Hold |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $2.98M | Buy |
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|
2021
Q4 | $2.25M | Buy |
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|
2021
Q3 | $1.61M | Sell |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $1.59M | Buy |
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|
2020
Q4 | $1.37M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $973K | Buy |
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|
2020
Q1 | $714K | Buy |
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|
2019
Q4 | $1.01M | Buy |
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