WBH Advisory’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 | $16.7M | Sell |
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|
2025
Q1 | $18.4M | Sell |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $11.1M | Buy |
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|
2024
Q1 | $10.9M | Buy |
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|
2023
Q4 | $9.77M | Sell |
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|
2023
Q3 | $9.3M | Sell |
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|
2023
Q2 | $9.51M | Buy |
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|
2023
Q1 | $7.33M | Buy |
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|
2022
Q3 | $6.58M | Buy |
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|
2022
Q2 | $6.4M | Sell |
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|
2022
Q1 | $7.98M | Sell |
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|
2021
Q4 | $9.96M | Sell |
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|
2021
Q3 | $9.81M | Buy |
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|
2021
Q2 | $6.54M | Buy |
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|
2021
Q1 | $5.78M | Buy |
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|
2020
Q4 | $5.23M | Buy |
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|
2020
Q3 | $3.86M | Buy |
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|
2020
Q2 | $3.36M | Sell |
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|
2020
Q1 | $3.03K | Sell |
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|
2019
Q4 | $6.04M | Buy |
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|
2019
Q3 | $5.34M | Sell |
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|
2019
Q2 | $5.53M | Buy |
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|
2019
Q1 | $5.1M | Buy |
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|
2018
Q4 | $4.41K | Sell |
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|
2018
Q3 | $5.48M | Buy |
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|
2018
Q2 | $5.22M | Buy |
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|
2018
Q1 | $5.15M | Buy |
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|
2017
Q4 | $5.15M | Buy |
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|
2017
Q3 | $4.51M | Buy |
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|
2017
Q2 | $4.21M | Buy |
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|
2017
Q1 | $3.95M | Buy |
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|
2016
Q4 | $3.11M | Buy |
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|
2016
Q3 | $2.2M | Sell |
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|
2016
Q2 | $2.53M | Buy |
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|
2016
Q1 | $2.23M | Buy |
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|
2015
Q4 | $2.16K | Buy |
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|
2015
Q3 | $1.97M | Sell |
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|
2015
Q2 | $2.52M | Buy |
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|
2015
Q1 | $2.48K | Buy |
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|
2014
Q4 | $882K | Sell |
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|
2014
Q3 | $859K | Buy |
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|
2014
Q2 | $843K | Hold |
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|
2014
Q1 | $828K | Buy |
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|
2013
Q4 | $811K | Buy |
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|
2013
Q3 | $719K | Sell |
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|
2013
Q2 | $723K | Buy |
|