TW
TritonPoint Wealth’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
221,786
-9,252
| -4% | -$485K | 1.07% | 21 |
|
|
2025
Q1 | $11.5M | Buy |
231,038
+14,305
| +7% | +$713K | 1.1% | 19 |
|
|
2024
Q4 | $10.5M | Sell |
216,733
-3,256
| -1% | -$157K | 0.95% | 25 |
|
|
2024
Q3 | $9.93M | Sell |
219,989
-5,041
| -2% | -$228K | 0.91% | 28 |
|
|
2024
Q2 | $9.25M | Sell |
225,030
-29,891
| -12% | -$1.23M | 0.89% | 28 |
|
|
2024
Q1 | $9.33M | Sell |
254,921
-23,265
| -8% | -$851K | 0.97% | 25 |
|
|
2023
Q4 | $10.5M | Buy |
+278,186
| New | +$10.5M | 1.02% | 24 |
|