Accel Wealth Management’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 | $2.05M | Buy |
39,204
+909
| +2% | +$47.6K | 0.69% | 36 |
|
|
2025
Q1 | $1.91M | Buy |
38,295
+1,646
| +4% | +$82K | 0.69% | 41 |
|
|
2024
Q4 | $1.77M | Buy |
36,649
+2,779
| +8% | +$134K | 0.67% | 38 |
|
|
2024
Q3 | $1.53M | Buy |
33,870
+1,253
| +4% | +$56.8K | 0.57% | 52 |
|
|
2024
Q2 | $1.34M | Buy |
32,617
+3,251
| +11% | +$134K | 0.54% | 49 |
|
|
2024
Q1 | $1.24M | Buy |
29,366
+8,807
| +43% | +$371K | 0.52% | 49 |
|
|
2023
Q4 | $773K | Buy |
20,559
+77
| +0.4% | +$2.9K | 0.39% | 69 |
|
|
2023
Q3 | $679K | Sell |
20,482
-90
| -0.4% | -$2.99K | 0.38% | 72 |
|
|
2023
Q2 | $693K | Buy |
20,572
+245
| +1% | +$8.26K | 0.38% | 72 |
|
|
2023
Q1 | $654K | Buy |
20,327
+255
| +1% | +$8.2K | 0.27% | 88 |
|
|
2022
Q4 | $686K | Buy |
20,072
+52
| +0.3% | +$1.78K | 0.33% | 67 |
|
|
2022
Q3 | $647K | Buy |
20,020
+31
| +0.2% | +$1K | 0.35% | 68 |
|
|
2022
Q2 | $635K | Sell |
19,989
-3,648
| -15% | -$116K | 0.36% | 65 |
|
|
2022
Q1 | $903K | Buy |
23,637
+21,133
| +844% | +$807K | 0.47% | 53 |
|
|
2021
Q4 | $98K | Buy |
2,504
+2,490
| +17,786% | +$97.5K | 0.05% | 264 |
|
|
2021
Q3 | $1K | Sell |
14
-675
| -98% | -$48.2K | ﹤0.01% | 815 |
|
|
2021
Q2 | $25K | Buy |
689
+675
| +4,821% | +$24.5K | 0.02% | 482 |
|
|
2021
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 903 |
|
|
2020
Q4 | $0 | Buy |
+14
| New | – | ﹤0.01% | 844 |
|