West Financial 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 | $82.6K | Sell |
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|
2025
Q2 | $3.49M | Sell |
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|
2025
Q1 | $3.34M | Buy |
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|
2024
Q4 | $2.98M | Buy |
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|
2024
Q3 | $2.51M | Sell |
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|
2024
Q2 | $2.32M | Buy |
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|
2024
Q1 | $2.33M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.61M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $1.37M | Buy |
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|
2021
Q2 | $1.1M | Buy |
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|
2021
Q1 | $930K | Buy |
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