Accurate 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 | $461K | Sell |
8,744
-709
| -8% | -$37.4K | 0.07% | 274 |
|
|
2025
Q1 | $441K | Sell |
9,453
-126,240
| -93% | -$5.89M | 0.08% | 221 |
|
|
2024
Q4 | $6.42M | Sell |
135,693
-1,600
| -1% | -$75.7K | 1.23% | 14 |
|
|
2024
Q3 | $6.44M | Buy |
137,293
+125,792
| +1,094% | +$5.9M | 1.29% | 13 |
|
|
2024
Q2 | $495K | Sell |
11,501
-138,790
| -92% | -$5.97M | 0.12% | 166 |
|
|
2024
Q1 | $6.07M | Buy |
150,291
+3,683
| +3% | +$149K | 1.77% | 8 |
|
|
2023
Q4 | $5.52M | Buy |
+146,608
| New | +$5.52M | 1.72% | 9 |
|
|
2023
Q1 | – | Sell |
-1,788
| Closed | -$63.4K | – | 1490 |
|
|
2022
Q4 | $63.4K | Buy |
+1,788
| New | +$63.4K | 0.02% | 404 |
|
|
2021
Q4 | – | Sell |
-35,968
| Closed | -$1.35M | – | 143 |
|
|
2021
Q3 | $1.35M | Sell |
35,968
-118,234
| -77% | -$4.44M | 1.18% | 13 |
|
|
2021
Q2 | $5.66M | Buy |
+154,202
| New | +$5.66M | 4.97% | 5 |
|