Transatlantique Private 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
Q2
$749K Hold
2025
Q1
$712K Hold
2024
Q4
$691K Hold
2024
Q3
$648K Hold
2024
Q2
$588K Hold
2024
Q1
$602K Hold
2023
Q4
$538K Sell
2023
Q3
$505K Hold
2023
Q2
$514K Hold
2023
Q1
$490K Buy
2022
Q4
$479K Buy