180 Wealth Advisors’s Financial Select Sector SPDR Fund XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Buy |
6,119
+448
| +8% | +$23.5K | 0.04% | 323 |
|
|
2025
Q1 | $282K | Buy |
5,671
+72
| +1% | +$3.59K | 0.05% | 332 |
|
|
2024
Q4 | $271K | Hold |
5,599
| – | – | 0.04% | 336 |
|
|
2024
Q3 | $254K | Hold |
5,599
| – | – | 0.04% | 362 |
|
|
2024
Q2 | $237K | Hold |
5,599
| – | – | 0.04% | 368 |
|
|
2024
Q1 | $236K | Sell |
5,599
-100
| -2% | -$4.21K | 0.04% | 340 |
|
|
2023
Q4 | $215K | Buy |
+5,699
| New | +$215K | 0.04% | 343 |
|
|
2023
Q1 | – | Sell |
-5,799
| Closed | -$210K | – | 388 |
|
|
2022
Q4 | $210K | Buy |
+5,799
| New | +$210K | 0.05% | 328 |
|