Taylor & Morgan Wealth Management’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 | $973K | Sell |
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|
2025
Q2 | $974K | Buy |
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|
2025
Q1 | $921K | Sell |
|
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|
2024
Q4 | $918K | Buy |
|
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|
2024
Q3 | $780K | Buy |
|
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|
2024
Q2 | $705K | Sell |
|
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|
2024
Q1 | $749K | Sell |
|
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|
2023
Q4 | $722K | Buy |
|
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|
2023
Q3 | $617K | Buy |
|
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|
2023
Q2 | $625K | Sell |
|
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|
2023
Q1 | $602K | Sell |
|
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|
2022
Q4 | $644K | Sell |
|
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|
2022
Q3 | $599K | Sell |
|
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|
2022
Q2 | $624K | Sell |
|
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|
2022
Q1 | $770K | Buy |
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|
2021
Q4 | $764K | Buy |
|