Act 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 | $7.74M | Sell |
147,703
-1,069
| -0.7% | -$56K | 3.27% | 9 |
|
|
2025
Q1 | $7.41M | Sell |
148,772
-7,319
| -5% | -$365K | 3.35% | 9 |
|
|
2024
Q4 | $7.54M | Sell |
156,091
-6,688
| -4% | -$323K | 3.53% | 9 |
|
|
2024
Q3 | $7.38M | Buy |
162,779
+1,495
| +0.9% | +$67.8K | 3.27% | 9 |
|
|
2024
Q2 | $6.63M | Sell |
161,284
-4,674
| -3% | -$192K | 3.26% | 8 |
|
|
2024
Q1 | $6.99M | Sell |
165,958
-1,596
| -1% | -$67.2K | 3.52% | 8 |
|
|
2023
Q4 | $6.3M | Buy |
167,554
+4,225
| +3% | +$159K | 3.4% | 8 |
|
|
2023
Q3 | $5.42M | Sell |
163,329
-2,357
| -1% | -$78.2K | 3.64% | 8 |
|
|
2023
Q2 | $5.59M | Buy |
165,686
+22,512
| +16% | +$759K | 3.14% | 10 |
|
|
2023
Q1 | $4.6M | Buy |
143,174
+5,280
| +4% | +$170K | 2.74% | 10 |
|
|
2022
Q4 | $4.72M | Buy |
137,894
+3,474
| +3% | +$119K | 2.98% | 9 |
|
|
2022
Q3 | $4.08M | Buy |
134,420
+4,930
| +4% | +$150K | 2.92% | 10 |
|
|
2022
Q2 | $4.07M | Buy |
129,490
+8,527
| +7% | +$268K | 2.66% | 10 |
|
|
2022
Q1 | $4.64M | Buy |
+120,963
| New | +$4.64M | 2.64% | 10 |
|