WorthPointe’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 | – | Sell |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.1M | Buy |
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $970K | Buy |
|
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|
2024
Q1 | $864K | Buy |
|
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|
2023
Q2 | – | Sell |
|
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|
2023
Q1 | $261K | Sell |
|
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|
2022
Q4 | $633K | Hold |
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|
2022
Q3 | $562K | Hold |
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|
2022
Q2 | $582K | Buy |
|
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|
2022
Q1 | $702K | Sell |
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|
2021
Q4 | $2.19M | Buy |
|