AWM
Atticus Wealth Management’s Financial Select Sector SPDR Fund XLF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $646K | Sell |
12,342
-1,173
| -9% | -$61.4K | 0.17% | 73 |
|
|
2025
Q1 | $673K | Sell |
13,515
-111
| -0.8% | -$5.53K | 0.22% | 64 |
|
|
2024
Q4 | $659K | Sell |
13,626
-757
| -5% | -$36.6K | 0.2% | 62 |
|
|
2024
Q3 | $652K | Buy |
14,383
+3,298
| +30% | +$149K | 0.21% | 59 |
|
|
2024
Q2 | $456K | Sell |
11,085
-4,732
| -30% | -$195K | 0.15% | 71 |
|
|
2024
Q1 | $666K | Buy |
15,817
+1,629
| +11% | +$68.6K | 0.22% | 59 |
|
|
2023
Q4 | $533K | Sell |
14,188
-5,997
| -30% | -$225K | 0.19% | 65 |
|
|
2023
Q3 | $670K | Sell |
20,185
-2,945
| -13% | -$97.7K | 0.26% | 57 |
|
|
2023
Q2 | $780K | Sell |
23,130
-10,604
| -31% | -$357K | 0.29% | 48 |
|
|
2023
Q1 | $1.08M | Sell |
33,734
-58,635
| -63% | -$1.89M | 0.41% | 38 |
|
|
2022
Q4 | $3.16M | Buy |
+92,369
| New | +$3.16M | 1.3% | 17 |
|
|
2022
Q3 | – | Sell |
-82,127
| Closed | -$2.58M | – | 626 |
|
|
2022
Q2 | $2.58M | Buy |
82,127
+5,722
| +7% | +$180K | 1.07% | 22 |
|
|
2022
Q1 | $2.93M | Buy |
76,405
+2,914
| +4% | +$112K | 1.07% | 19 |
|
|
2021
Q4 | $2.87M | Buy |
73,491
+2,256
| +3% | +$88.1K | 1.12% | 20 |
|
|
2021
Q3 | $2.67M | Sell |
71,235
-13,440
| -16% | -$504K | 1.17% | 19 |
|
|
2021
Q2 | $3.11M | Sell |
84,675
-391
| -0.5% | -$14.3K | 1.35% | 22 |
|
|
2021
Q1 | $2.9M | Sell |
85,066
-19,111
| -18% | -$651K | 1.38% | 20 |
|
|
2020
Q4 | $3.07M | Sell |
104,177
-2,393
| -2% | -$70.5K | 1.55% | 16 |
|
|
2020
Q3 | $2.57M | Sell |
106,570
-15,428
| -13% | -$371K | 1.53% | 17 |
|
|
2020
Q2 | $2.82M | Buy |
121,998
+66,965
| +122% | +$1.55M | 1.86% | 13 |
|
|
2020
Q1 | $1.15M | Buy |
55,033
+26,940
| +96% | +$561K | 0.92% | 28 |
|
|
2019
Q4 | $865K | Buy |
+28,093
| New | +$865K | 0.55% | 39 |
|