Strategic Family Wealth Counselors’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 | $429K | Sell |
|
|||||
|
2025
Q1 | $416K | Buy |
|
|||||
|
2024
Q4 | $402K | Sell |
|
|||||
|
2024
Q3 | $435K | Buy |
|
|||||
|
2024
Q2 | $394K | Buy |
|
|||||
|
2024
Q1 | $403K | Buy |
|
|||||
|
2023
Q4 | $358K | Buy |
|
|||||
|
2023
Q3 | $309K | Buy |
|
|||||
|
2023
Q2 | $313K | Buy |
|
|||||
|
2023
Q1 | $288K | Buy |
|
|||||
|
2022
Q4 | $303K | Buy |
|
|||||
|
2022
Q3 | $223K | Buy |
|
|||||
|
2022
Q2 | $230K | Buy |
|
|||||
|
2022
Q1 | $280K | Buy |
|
|||||
|
2021
Q4 | $286K | Buy |
|
|||||
|
2021
Q3 | $267K | Sell |
|
|||||
|
2021
Q2 | $270K | Buy |
|
|||||
|
2021
Q1 | $230K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $256K | Buy |
|
|||||
|
2019
Q1 | $224K | Buy |
|
|||||
|
2018
Q4 | $207K | Buy |
|