Atwood & Palmer’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 | $2.99K | Sell |
57
-70
| -55% | -$3.67K | ﹤0.01% | 454 |
|
|
2025
Q1 | $6.33K | Hold |
127
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $6.14K | Hold |
127
| – | – | ﹤0.01% | 369 |
|
|
2024
Q3 | $5.76K | Sell |
127
-10
| -7% | -$453 | ﹤0.01% | 372 |
|
|
2024
Q2 | $5.63K | Buy |
+137
| New | +$5.63K | ﹤0.01% | 360 |
|
|
2022
Q2 | – | Sell |
-1,635
| Closed | -$63K | – | 457 |
|
|
2022
Q1 | $63K | Hold |
1,635
| – | – | 0.01% | 209 |
|
|
2021
Q4 | $64K | Hold |
1,635
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $61K | Hold |
1,635
| – | – | 0.01% | 212 |
|
|
2021
Q2 | $60K | Hold |
1,635
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $56K | Hold |
1,635
| – | – | 0.01% | 214 |
|
|
2020
Q4 | $48K | Buy |
+1,635
| New | +$48K | 0.01% | 214 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$10K | – | 319 |
|
|
2017
Q2 | $10K | Buy |
+400
| New | +$10K | ﹤0.01% | 258 |
|
|
2016
Q1 | – | Sell |
-580
| Closed | -$12K | – | 394 |
|
|
2015
Q4 | $12K | Hold |
580
| – | – | ﹤0.01% | 316 |
|
|
2015
Q3 | $12K | Buy |
+580
| New | +$12K | ﹤0.01% | 321 |
|
|
2015
Q1 | – | Sell |
-9,113
| Closed | -$198K | – | 350 |
|
|
2014
Q4 | $198K | Hold |
9,113
| – | – | 0.04% | 123 |
|
|
2014
Q3 | $185K | Buy |
+9,113
| New | +$185K | 0.03% | 128 |
|