Acima Private Wealth’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 | $4.31M | Hold |
82,253
| – | – | 1.47% | 22 |
|
|
2025
Q1 | $4.1M | Sell |
82,253
-12,354
| -13% | -$615K | 1.47% | 22 |
|
|
2024
Q4 | $4.57M | Hold |
94,607
| – | – | 1.54% | 21 |
|
|
2024
Q3 | $4.29M | Hold |
94,607
| – | – | 1.44% | 21 |
|
|
2024
Q2 | $3.89M | Hold |
94,607
| – | – | 1.43% | 20 |
|
|
2024
Q1 | $3.98M | Hold |
94,607
| – | – | 1.47% | 18 |
|
|
2023
Q4 | $3.56M | Hold |
94,607
| – | – | 1.39% | 19 |
|
|
2023
Q3 | $3.14M | Hold |
94,607
| – | – | 1.4% | 21 |
|
|
2023
Q2 | $3.19M | Hold |
94,607
| – | – | 1.53% | 22 |
|
|
2023
Q1 | $3.04M | Hold |
94,607
| – | – | 1.49% | 22 |
|
|
2022
Q4 | $3.24M | Hold |
94,607
| – | – | 1.66% | 17 |
|
|
2022
Q3 | $2.87M | Hold |
94,607
| – | – | 1.48% | 22 |
|
|
2022
Q2 | $2.98M | Hold |
94,607
| – | – | 1.49% | 21 |
|
|
2022
Q1 | $3.63M | Hold |
94,607
| – | – | 1.67% | 16 |
|
|
2021
Q4 | $3.69M | Hold |
94,607
| – | – | 1.59% | 21 |
|
|
2021
Q3 | $3.55M | Hold |
94,607
| – | – | 1.63% | 21 |
|
|
2021
Q2 | $3.47M | Hold |
94,607
| – | – | 1.59% | 21 |
|
|
2021
Q1 | $3.22M | Hold |
94,607
| – | – | 1.58% | 22 |
|
|
2020
Q4 | $2.79M | Hold |
94,607
| – | – | 1.44% | 24 |
|
|
2020
Q3 | $2.28M | Buy |
+94,607
| New | +$2.28M | 1.37% | 24 |
|
|
2020
Q1 | – | Sell |
-8,816
| Closed | -$271K | – | 298 |
|
|
2019
Q4 | $271K | Buy |
8,816
+454
| +5% | +$14K | 0.19% | 115 |
|
|
2019
Q3 | $234K | Hold |
8,362
| – | – | 0.18% | 121 |
|
|
2019
Q2 | $231K | Hold |
8,362
| – | – | 0.18% | 113 |
|
|
2019
Q1 | $215K | Hold |
8,362
| – | – | 0.18% | 116 |
|
|
2018
Q4 | $199K | Buy |
+8,362
| New | +$199K | 0.19% | 113 |
|