Westside Investment 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 | $4.25M | Buy |
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|
2025
Q2 | $4.13M | Hold |
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|
2025
Q1 | $3.92M | Sell |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $3.57M | Sell |
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|
2024
Q2 | $3.36M | Sell |
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|
2024
Q1 | $3.44M | Sell |
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|
2023
Q4 | $3.08M | Sell |
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|
2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $2.71M | Sell |
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|
2023
Q1 | $2.62M | Buy |
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|
2022
Q4 | $489K | Sell |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $531K | Buy |
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|
2022
Q1 | $544K | Buy |
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|
2021
Q4 | $511K | Sell |
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|
2021
Q3 | $508K | Sell |
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|
2021
Q2 | $486K | Sell |
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|
2021
Q1 | $451K | Buy |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $307K | Buy |
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|
2020
Q2 | $261K | Sell |
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|
2020
Q1 | $235K | Buy |
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|
2019
Q2 | $2.32K | Buy |
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|
2018
Q4 | $2.14M | Buy |
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|
2018
Q3 | $2.33M | Buy |
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|
2018
Q2 | $2.16M | Buy |
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|
2018
Q1 | $2.12M | Buy |
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|
2017
Q4 | $1.96M | Buy |
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|
2017
Q3 | $1.68M | Buy |
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|
2017
Q2 | $1.6M | Buy |
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|
2017
Q1 | $1.33M | Buy |
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|
2016
Q4 | $1.16M | Buy |
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