TPA
Trivium Point Advisory’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 | – | Sell |
-21,625
| Closed | -$1.08M | – | 363 |
|
|
2025
Q1 | $1.08M | Buy |
21,625
+15,708
| +265% | +$782K | 0.13% | 155 |
|
|
2024
Q4 | $286K | Sell |
5,917
-566
| -9% | -$27.4K | 0.04% | 295 |
|
|
2024
Q3 | $323K | Buy |
6,483
+1,437
| +28% | +$71.5K | 0.05% | 272 |
|
|
2024
Q2 | $207K | Buy |
+5,046
| New | +$207K | 0.03% | 294 |
|