Westbourne Investment 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
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.25M | Buy |
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|
2024
Q4 | $1.14M | Sell |
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|
2024
Q3 | $1.1M | Buy |
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|
2024
Q2 | $983K | Buy |
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|
2024
Q1 | $910K | Buy |
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|
2023
Q4 | $791K | Sell |
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|
2023
Q3 | $698K | Buy |
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|
2023
Q2 | $550K | Buy |
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|
2023
Q1 | $501K | Buy |
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|
2022
Q4 | $422K | Buy |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $498K | Sell |
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|
2021
Q4 | $561K | Buy |
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|
2021
Q3 | $520K | Sell |
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|
2021
Q2 | $758K | Buy |
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|
2021
Q1 | $643K | Sell |
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|
2020
Q4 | $674K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $338K | Sell |
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|
2019
Q4 | $533K | Buy |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q2 | $223K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $140K | Buy |
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