Acorn 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 | $314K | Buy |
5,996
+777
| +15% | +$40.7K | 0.12% | 171 |
|
|
2025
Q1 | $260K | Sell |
5,219
-434
| -8% | -$21.6K | 0.11% | 194 |
|
|
2024
Q4 | $273K | Buy |
5,653
+11
| +0.2% | +$532 | 0.11% | 186 |
|
|
2024
Q3 | $256K | Sell |
5,642
-692
| -11% | -$31.4K | 0.11% | 190 |
|
|
2024
Q2 | $260K | Buy |
6,334
+14
| +0.2% | +$576 | 0.13% | 164 |
|
|
2024
Q1 | $266K | Buy |
6,320
+12
| +0.2% | +$505 | 0.14% | 161 |
|
|
2023
Q4 | $237K | Sell |
6,308
-2,154
| -25% | -$81K | 0.14% | 162 |
|
|
2023
Q3 | $281K | Sell |
8,462
-470
| -5% | -$15.6K | 0.19% | 126 |
|
|
2023
Q2 | $301K | Sell |
8,932
-452
| -5% | -$15.2K | 0.21% | 118 |
|
|
2023
Q1 | $302K | Buy |
9,384
+25
| +0.3% | +$804 | 0.22% | 109 |
|
|
2022
Q4 | $320K | Sell |
9,359
-1,234
| -12% | -$42.2K | 0.25% | 95 |
|
|
2022
Q3 | $322K | Buy |
10,593
+217
| +2% | +$6.6K | 0.26% | 95 |
|
|
2022
Q2 | $326K | Buy |
10,376
+313
| +3% | +$9.83K | 0.26% | 104 |
|
|
2022
Q1 | $386K | Sell |
10,063
-596
| -6% | -$22.9K | 0.27% | 98 |
|
|
2021
Q4 | $416K | Buy |
10,659
+88
| +0.8% | +$3.43K | 0.26% | 91 |
|
|
2021
Q3 | $397K | Buy |
10,571
+430
| +4% | +$16.1K | 0.28% | 93 |
|
|
2021
Q2 | $372K | Buy |
10,141
+1,016
| +11% | +$37.3K | 0.26% | 97 |
|
|
2021
Q1 | $311K | Buy |
9,125
+27
| +0.3% | +$920 | 0.22% | 110 |
|
|
2020
Q4 | $268K | Sell |
9,098
-23
| -0.3% | -$678 | 0.21% | 116 |
|
|
2020
Q3 | $220K | Buy |
9,121
+36
| +0.4% | +$868 | 0.19% | 114 |
|
|
2020
Q2 | $210K | Buy |
+9,085
| New | +$210K | 0.2% | 110 |
|
|
2020
Q1 | – | Sell |
-11,130
| Closed | -$340K | – | 127 |
|
|
2019
Q4 | $340K | Sell |
11,130
-114
| -1% | -$3.48K | 0.29% | 76 |
|
|
2019
Q3 | $333K | Sell |
11,244
-15
| -0.1% | -$444 | 0.29% | 74 |
|
|
2019
Q2 | $306K | Sell |
11,259
-905
| -7% | -$24.6K | 0.28% | 75 |
|
|
2019
Q1 | $329K | Buy |
12,164
+19
| +0.2% | +$514 | 0.3% | 70 |
|
|
2018
Q4 | $295K | Buy |
12,145
+23
| +0.2% | +$559 | 0.3% | 67 |
|
|
2018
Q3 | $319K | Buy |
12,122
+5
| +0% | +$132 | 0.31% | 69 |
|
|
2018
Q2 | $324K | Buy |
12,117
+17
| +0.1% | +$455 | 0.28% | 67 |
|
|
2018
Q1 | $337K | Buy |
12,100
+1,899
| +19% | +$52.9K | 0.29% | 60 |
|
|
2017
Q4 | $289K | Buy |
+10,201
| New | +$289K | 0.26% | 77 |
|