Wealthcare Advisory Partners’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 | $1.92M | Buy |
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|
2025
Q2 | $1.77M | Sell |
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|
2025
Q1 | $1.85M | Buy |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q3 | $907K | Sell |
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|
2024
Q2 | $850K | Sell |
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|
2024
Q1 | $992K | Sell |
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|
2023
Q4 | $939K | Buy |
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|
2023
Q3 | $796K | Sell |
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|
2023
Q2 | $817K | Buy |
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|
2023
Q1 | $764K | Buy |
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|
2022
Q4 | $728K | Sell |
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|
2022
Q3 | $657K | Sell |
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|
2022
Q2 | $719K | Sell |
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|
2022
Q1 | $5.57M | Buy |
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|
2021
Q4 | $4.38M | Buy |
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|
2021
Q3 | $502K | Buy |
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|
2021
Q2 | $490K | Buy |
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|
2021
Q1 | $311K | Sell |
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|
2020
Q4 | $295K | Sell |
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|
2020
Q3 | $256K | Sell |
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|
2020
Q2 | $330K | Buy |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $397K | Buy |
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|
2019
Q3 | $297K | Sell |
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|
2019
Q2 | $317K | Sell |
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|
2019
Q1 | $361K | Sell |
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|
2018
Q4 | $456K | Buy |
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|
2018
Q3 | $515K | Sell |
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|
2018
Q2 | $532K | Buy |
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|
2018
Q1 | $307K | Buy |
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|
2017
Q4 | $215K | Buy |
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|
2017
Q3 | $108K | Buy |
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