All Terrain Financial 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 | $462K | Sell |
8,831
-4
| -0% | -$209 | 0.13% | 56 |
|
|
2025
Q1 | $440K | Buy |
8,835
+1
| +0% | +$50 | 0.14% | 55 |
|
|
2024
Q4 | $427K | Hold |
8,834
| – | – | 0.14% | 52 |
|
|
2024
Q3 | $400K | Buy |
8,834
+1
| +0% | +$45 | 0.15% | 55 |
|
|
2024
Q2 | $363K | Sell |
8,833
-1,899
| -18% | -$78.1K | 0.14% | 56 |
|
|
2024
Q1 | $452K | Sell |
10,732
-757
| -7% | -$31.9K | 0.18% | 51 |
|
|
2023
Q4 | $432K | Buy |
11,489
+1
| +0% | +$38 | 0.16% | 45 |
|
|
2023
Q3 | $381K | Sell |
11,488
-459
| -4% | -$15.2K | 0.16% | 49 |
|
|
2023
Q2 | $403K | Hold |
11,947
| – | – | 0.15% | 50 |
|
|
2023
Q1 | $384K | Sell |
11,947
-274
| -2% | -$8.81K | 0.16% | 49 |
|
|
2022
Q4 | $418K | Buy |
12,221
+1
| +0% | +$34 | 0.18% | 48 |
|
|
2022
Q3 | $371K | Buy |
12,220
+1
| +0% | +$30 | 0.16% | 49 |
|
|
2022
Q2 | $384K | Buy |
12,219
+64
| +0.5% | +$2.01K | 0.16% | 47 |
|
|
2022
Q1 | $466K | Buy |
12,155
+86
| +0.7% | +$3.3K | 0.19% | 48 |
|
|
2021
Q4 | $471K | Buy |
12,069
+57
| +0.5% | +$2.22K | 0.19% | 43 |
|
|
2021
Q3 | $451K | Buy |
12,012
+165
| +1% | +$6.2K | 0.2% | 45 |
|
|
2021
Q2 | $435K | Buy |
+11,847
| New | +$435K | 0.2% | 51 |
|
|
2020
Q1 | – | Sell |
-16,693
| Closed | -$514K | – | 144 |
|
|
2019
Q4 | $514K | Buy |
16,693
+1,001
| +6% | +$30.8K | 0.17% | 61 |
|
|
2019
Q3 | $440K | Sell |
15,692
-50
| -0.3% | -$1.4K | 0.15% | 68 |
|
|
2019
Q2 | $434K | Sell |
15,742
-1,520
| -9% | -$41.9K | 0.15% | 70 |
|
|
2019
Q1 | $444K | Sell |
17,262
-4,719
| -21% | -$121K | 0.15% | 74 |
|
|
2018
Q4 | $524K | Sell |
21,981
-1,761
| -7% | -$42K | 0.21% | 62 |
|
|
2018
Q3 | $655K | Sell |
23,742
-1,199
| -5% | -$33.1K | 0.27% | 59 |
|
|
2018
Q2 | $663K | Sell |
24,941
-3,035
| -11% | -$80.7K | 0.3% | 58 |
|
|
2018
Q1 | $771K | Buy |
27,976
+5,625
| +25% | +$155K | 0.35% | 52 |
|
|
2017
Q4 | $624K | Buy |
+22,351
| New | +$624K | 0.29% | 62 |
|