AllSquare 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 | $1.62K | Hold |
31
| – | – | ﹤0.01% | 472 |
|
|
2025
Q1 | $1.54K | Hold |
31
| – | – | ﹤0.01% | 474 |
|
|
2024
Q4 | $1.5K | Hold |
31
| – | – | ﹤0.01% | 473 |
|
|
2024
Q3 | $1.41K | Hold |
31
| – | – | ﹤0.01% | 480 |
|
|
2024
Q2 | $1.27K | Hold |
31
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $1.31K | Hold |
31
| – | – | ﹤0.01% | 480 |
|
|
2023
Q4 | $1.17K | Hold |
31
| – | – | ﹤0.01% | 483 |
|
|
2023
Q3 | $1.03K | Sell |
31
-798
| -96% | -$26.5K | ﹤0.01% | 492 |
|
|
2023
Q2 | $26.6K | Hold |
829
| – | – | 0.02% | 274 |
|
|
2023
Q1 | $26.7K | Hold |
829
| – | – | 0.02% | 278 |
|
|
2022
Q4 | $28.4K | Hold |
829
| – | – | 0.02% | 260 |
|
|
2022
Q3 | $25K | Hold |
829
| – | – | 0.02% | 262 |
|
|
2022
Q2 | $26K | Hold |
829
| – | – | 0.02% | 268 |
|
|
2022
Q1 | $32K | Hold |
829
| – | – | 0.02% | 267 |
|
|
2021
Q4 | $32K | Hold |
829
| – | – | 0.02% | 271 |
|
|
2021
Q3 | $31K | Sell |
829
-788
| -49% | -$29.5K | 0.02% | 273 |
|
|
2021
Q2 | $59K | Hold |
1,617
| – | – | 0.03% | 210 |
|
|
2021
Q1 | $55K | Buy |
1,617
+788
| +95% | +$26.8K | 0.03% | 216 |
|
|
2020
Q4 | $24K | Hold |
829
| – | – | 0.02% | 262 |
|
|
2020
Q3 | $20K | Buy |
829
+386
| +87% | +$9.31K | 0.01% | 266 |
|
|
2020
Q2 | $10K | Buy |
443
+412
| +1,329% | +$9.3K | 0.01% | 343 |
|
|
2020
Q1 | $1K | Sell |
31
-300
| -91% | -$9.68K | ﹤0.01% | 440 |
|
|
2019
Q4 | $10K | Hold |
331
| – | – | 0.01% | 335 |
|
|
2019
Q3 | $9K | Hold |
331
| – | – | 0.01% | 337 |
|
|
2019
Q2 | $9K | Hold |
331
| – | – | 0.01% | 348 |
|
|
2019
Q1 | $9K | Hold |
331
| – | – | 0.01% | 345 |
|
|
2018
Q4 | $8K | Hold |
331
| – | – | 0.01% | 346 |
|
|
2018
Q3 | $9K | Sell |
331
-1,500
| -82% | -$40.8K | 0.01% | 356 |
|
|
2018
Q2 | $49K | Hold |
1,831
| – | – | 0.04% | 178 |
|
|
2018
Q1 | $50K | Buy |
1,831
+1,800
| +5,806% | +$49.2K | 0.04% | 147 |
|
|
2017
Q4 | $1K | Hold |
31
| – | – | ﹤0.01% | 379 |
|
|
2017
Q3 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 360 |
|
|
2017
Q2 | – | Sell |
-31
| Closed | -$1K | – | 357 |
|
|
2017
Q1 | $1K | Hold |
31
| – | – | ﹤0.01% | 357 |
|
|
2016
Q4 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 332 |
|