Aveo Capital Partners’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 | – | Sell |
-20,489
| Closed | -$1.01M | – | 169 |
|
|
2025
Q1 | $1.01M | Buy |
20,489
+10,090
| +97% | +$499K | 0.17% | 79 |
|
|
2024
Q4 | $503K | Buy |
+10,399
| New | +$503K | 0.06% | 206 |
|
|
2023
Q4 | – | Sell |
-16,744
| Closed | -$555K | – | 373 |
|
|
2023
Q3 | $555K | Sell |
16,744
-2,335
| -12% | -$77.5K | 0.07% | 185 |
|
|
2023
Q2 | $643K | Sell |
19,079
-5,105
| -21% | -$172K | 0.08% | 171 |
|
|
2023
Q1 | $778K | Sell |
24,184
-6,953
| -22% | -$224K | 0.1% | 140 |
|
|
2022
Q4 | $1.06M | Sell |
31,137
-26,441
| -46% | -$904K | 0.16% | 107 |
|
|
2022
Q3 | $1.75M | Sell |
57,578
-4,601
| -7% | -$140K | 0.3% | 73 |
|
|
2022
Q2 | $1.96M | Sell |
62,179
-60,892
| -49% | -$1.92M | 0.32% | 77 |
|
|
2022
Q1 | $4.72M | Buy |
123,071
+13,774
| +13% | +$528K | 0.83% | 28 |
|
|
2021
Q4 | $4.27M | Buy |
109,297
+12,684
| +13% | +$495K | 0.77% | 38 |
|
|
2021
Q3 | $3.63M | Buy |
96,613
+3,670
| +4% | +$138K | 0.76% | 39 |
|
|
2021
Q2 | $3.41M | Buy |
92,943
+5,951
| +7% | +$218K | 0.75% | 44 |
|
|
2021
Q1 | $2.96M | Buy |
86,992
+51,869
| +148% | +$1.77M | 0.75% | 40 |
|
|
2020
Q4 | $1.04M | Buy |
35,123
+12,133
| +53% | +$358K | 1.6% | 18 |
|
|
2020
Q3 | $553K | Buy |
22,990
+3,360
| +17% | +$80.8K | 0.2% | 100 |
|
|
2020
Q2 | $454K | Buy |
+19,630
| New | +$454K | 0.91% | 31 |
|
|
2020
Q1 | – | Sell |
-6,895
| Closed | -$212K | – | 200 |
|
|
2019
Q4 | $212K | Buy |
+6,895
| New | +$212K | 0.08% | 173 |
|