TRUE Private Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $2.93M | Sell |
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|
2024
Q1 | $3.11M | Sell |
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|
2023
Q4 | $2.79M | Sell |
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|
2023
Q3 | $3.3M | Sell |
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|
2023
Q2 | $3.55M | Buy |
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|
2023
Q1 | $3.3M | Buy |
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|
2022
Q4 | $3.48M | Buy |
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|
2022
Q3 | $3.06M | Buy |
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|
2022
Q2 | $3.01M | Buy |
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|
2022
Q1 | $3.12M | Buy |
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|
2021
Q4 | $3.04M | Buy |
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|
2021
Q3 | $2.79M | Buy |
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|
2021
Q2 | $2.63M | Sell |
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|
2021
Q1 | $3.27M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $1.31M | Buy |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $486K | Sell |
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|
2019
Q4 | $976K | Sell |
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|
2019
Q3 | $970K | Sell |
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|
2019
Q2 | $1.05M | Buy |
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|
2019
Q1 | $815K | Sell |
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|
2018
Q4 | $804K | Sell |
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|
2018
Q3 | $1M | Buy |
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|
2018
Q2 | $720K | Buy |
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