Western Wealth Management’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 | $7.42M | Sell |
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|
2025
Q2 | $7.29M | Buy |
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|
2025
Q1 | $6.83M | Buy |
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|
2024
Q4 | $5.97M | Sell |
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|
2024
Q3 | $6.28M | Buy |
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|
2024
Q2 | $4.54M | Buy |
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|
2024
Q1 | $4.61M | Buy |
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|
2023
Q4 | $4.08M | Buy |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $3.02M | Buy |
|
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|
2023
Q1 | $2.76M | Buy |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $4.78M | Sell |
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|
2022
Q2 | $5.49M | Sell |
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|
2022
Q1 | $8.23M | Buy |
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|
2021
Q4 | $3.5M | Buy |
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|
2021
Q2 | $2.56M | Buy |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $997K | Sell |
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|
2020
Q3 | $872K | Sell |
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|
2020
Q2 | $920K | Sell |
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|
2020
Q1 | $961K | Sell |
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|
2019
Q4 | $1.88M | Sell |
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|
2019
Q3 | $1.77M | Sell |
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|
2019
Q2 | $1.84M | Buy |
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|
2019
Q1 | $1.67M | Sell |
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|
2018
Q4 | $1.72M | Buy |
|