Visionary 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 | $3.31M | Buy |
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|
2025
Q2 | $3.13M | Sell |
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|
2025
Q1 | $4.43M | Sell |
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|
2024
Q4 | $5.63M | Sell |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $9.12M | Buy |
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|
2024
Q1 | $7.5M | Buy |
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|
2023
Q4 | $5.29M | Sell |
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|
2023
Q3 | $5.1M | Sell |
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|
2023
Q2 | $6.01M | Sell |
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|
2023
Q1 | $7.32M | Sell |
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|
2022
Q4 | $8.85M | Buy |
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|
2022
Q3 | $3.47M | Sell |
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|
2022
Q2 | $5.21M | Sell |
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|
2022
Q1 | $6.37M | Sell |
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|
2021
Q4 | $6.81M | Buy |
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|
2021
Q3 | $4.36M | Buy |
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|
2021
Q2 | $3.04M | Buy |
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|
2021
Q1 | $1.58M | Buy |
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|
2020
Q4 | $290K | Buy |
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