Union Savings Bank’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
$987K Sell
2025
Q1
$998K Hold
2024
Q4
$968K Sell
2024
Q3
$945K Sell
2024
Q2
$893K Sell
2024
Q1
$966K Sell
2023
Q4
$880K Sell
2023
Q3
$780K Hold
2023
Q2
$831K Buy