Valley Wealth Managers’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 | $245K | Sell |
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|
2025
Q2 | $270K | Buy |
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|
2025
Q1 | $248K | Sell |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $479K | Hold |
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|
2024
Q1 | $491K | Sell |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $391K | Sell |
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|
2022
Q4 | $423K | Hold |
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|
2022
Q3 | $375K | Sell |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $493K | Sell |
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|
2021
Q3 | $504K | Sell |
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|
2021
Q2 | $519K | Sell |
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|
2021
Q1 | $483K | Sell |
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|
2020
Q4 | $445K | Sell |
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|
2020
Q3 | $364K | Sell |
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|
2020
Q2 | $356K | Sell |
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|
2020
Q1 | $359K | Sell |
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|
2019
Q4 | $541K | Sell |
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|
2019
Q3 | $495K | Sell |
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|
2019
Q2 | $526K | Sell |
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|
2019
Q1 | $498K | Sell |
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|
2018
Q4 | $812K | Buy |
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|
2018
Q3 | $320K | Buy |
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|
2018
Q2 | $300K | Hold |
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|
2018
Q1 | $311K | Buy |
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|
2017
Q4 | $305K | Buy |
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|
2017
Q3 | $276K | Sell |
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|
2017
Q2 | $298K | Buy |
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|
2017
Q1 | $88K | Buy |
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|
2016
Q4 | $56K | Buy |
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|
2016
Q3 | $19K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $428K | Sell |
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|
2015
Q1 | $433K | Buy |
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|
2014
Q4 | $432K | Sell |
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|
2014
Q3 | $409K | Hold |
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|
2014
Q2 | $402K | Buy |
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|
2014
Q1 | $395K | Buy |
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|
2013
Q4 | $383K | Buy |
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|
2013
Q3 | $330K | Buy |
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|
2013
Q2 | $314K | Buy |
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