WR Wealth Planners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $10.1K | Hold |
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|
2024
Q3 | $9.47K | Hold |
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|
2024
Q2 | $8.59K | Hold |
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|
2024
Q1 | $8.8K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $90.9K | Hold |
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|
2023
Q2 | $92.4K | Buy |
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|
2023
Q1 | $19.5K | Buy |
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|
2022
Q4 | $5.47K | Hold |
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|
2022
Q3 | $4.86K | Sell |
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|
2022
Q2 | $6.04K | Buy |
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|
2022
Q1 | $6.13K | Buy |
|