Arista 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 | $325K | Hold |
6,215
| – | – | 0.05% | 184 |
|
|
2025
Q1 | $310K | Hold |
6,215
| – | – | 0.08% | 53 |
|
|
2024
Q4 | $300K | Hold |
6,215
| – | – | 0.07% | 51 |
|
|
2024
Q3 | $282K | Hold |
6,215
| – | – | 0.07% | 52 |
|
|
2024
Q2 | $255K | Buy |
+6,215
| New | +$255K | 0.07% | 53 |
|
|
2024
Q1 | – | Sell |
-6,215
| Closed | -$234K | – | 56 |
|
|
2023
Q4 | $234K | Buy |
+6,215
| New | +$234K | 0.09% | 51 |
|
|
2023
Q3 | – | Sell |
-6,215
| Closed | -$210K | – | 62 |
|
|
2023
Q2 | $210K | Buy |
+6,215
| New | +$210K | 0.09% | 57 |
|
|
2023
Q1 | – | Sell |
-6,215
| Closed | -$213K | – | 66 |
|
|
2022
Q4 | $213K | Buy |
+6,215
| New | +$213K | 0.13% | 61 |
|