AMJ Financial 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 | $602K | Buy |
+11,504
| New | +$602K | 0.15% | 59 |
|
|
2022
Q2 | – | Sell |
-29,699
| Closed | -$1.14M | – | 91 |
|
|
2022
Q1 | $1.14M | Buy |
29,699
+2,084
| +8% | +$79.9K | 0.46% | 42 |
|
|
2021
Q4 | $1.08M | Buy |
27,615
+6,409
| +30% | +$250K | 0.39% | 45 |
|
|
2021
Q3 | $796K | Sell |
21,206
-182
| -0.9% | -$6.83K | 0.33% | 50 |
|
|
2021
Q2 | $785K | Buy |
+21,388
| New | +$785K | 0.34% | 53 |
|
|
2020
Q1 | – | Sell |
-29,567
| Closed | -$910K | – | 66 |
|
|
2019
Q4 | $910K | Buy |
+29,567
| New | +$910K | 0.64% | 39 |
|