U.S. Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $5.13M | Buy |
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|
2025
Q2 | $4.74M | Buy |
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|
2025
Q1 | $3.86M | Buy |
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|
2024
Q4 | $3.45M | Buy |
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|
2024
Q3 | $662K | Sell |
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $764K | Sell |
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|
2023
Q4 | $1.3M | Buy |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $1.17M | Buy |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1.04M | Sell |
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|
2022
Q1 | $4.75M | Sell |
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|
2021
Q4 | $6.52M | Buy |
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|
2021
Q3 | $5.24M | Buy |
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