Angeles 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 | $100K | Hold |
1,913
| – | – | 0.01% | 358 |
|
|
2025
Q1 | $95.3K | Hold |
1,913
| – | – | 0.01% | 311 |
|
|
2024
Q4 | $92.5K | Sell |
1,913
-2,400
| -56% | -$116K | 0.01% | 324 |
|
|
2024
Q3 | $195K | Buy |
4,313
+2,300
| +114% | +$104K | 0.02% | 264 |
|
|
2024
Q2 | $82.8K | Sell |
2,013
-85
| -4% | -$3.5K | 0.01% | 254 |
|
|
2024
Q1 | $88.4K | Hold |
2,098
| – | – | 0.01% | 242 |
|
|
2023
Q4 | $78.9K | Sell |
2,098
-1,862
| -47% | -$70K | 0.01% | 217 |
|
|
2023
Q3 | $131K | Buy |
3,960
+1,422
| +56% | +$47.2K | 0.02% | 180 |
|
|
2023
Q2 | $85.6K | Buy |
2,538
+525
| +26% | +$17.7K | 0.01% | 197 |
|
|
2023
Q1 | $64.7K | Sell |
2,013
-1,517
| -43% | -$48.8K | 0.01% | 189 |
|
|
2022
Q4 | $121K | Sell |
3,530
-464
| -12% | -$15.9K | 0.02% | 180 |
|
|
2022
Q3 | $121K | Buy |
3,994
+275
| +7% | +$8.33K | 0.02% | 179 |
|
|
2022
Q2 | $117K | Buy |
3,719
+3
| +0.1% | +$94 | 0.02% | 173 |
|
|
2022
Q1 | $142K | Buy |
+3,716
| New | +$142K | 0.03% | 171 |
|