Aviance 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 | $477K | Buy |
9,103
+1
| +0% | +$52 | 0.06% | 224 |
|
|
2025
Q1 | $453K | Sell |
9,102
-945
| -9% | -$47.1K | 0.06% | 226 |
|
|
2024
Q4 | $486K | Buy |
10,047
+1
| +0% | +$48 | 0.07% | 215 |
|
|
2024
Q3 | $455K | Buy |
10,046
+25
| +0.2% | +$1.13K | 0.06% | 229 |
|
|
2024
Q2 | $412K | Buy |
10,021
+5,001
| +100% | +$206K | 0.06% | 225 |
|
|
2024
Q1 | $211K | Sell |
5,020
-300
| -6% | -$12.6K | 0.03% | 294 |
|
|
2023
Q4 | $200K | Sell |
5,320
-1,199
| -18% | -$45.1K | 0.04% | 241 |
|
|
2023
Q3 | $216K | Sell |
6,519
-599
| -8% | -$19.9K | 0.05% | 232 |
|
|
2023
Q2 | $240K | Sell |
7,118
-518
| -7% | -$17.5K | 0.05% | 227 |
|
|
2023
Q1 | $246K | Buy |
7,636
+615
| +9% | +$19.8K | 0.05% | 231 |
|
|
2022
Q4 | $240K | Sell |
7,021
-550
| -7% | -$18.8K | 0.06% | 248 |
|
|
2022
Q3 | $230K | Sell |
7,571
-399
| -5% | -$12.1K | 0.06% | 234 |
|
|
2022
Q2 | $251K | Sell |
7,970
-854
| -10% | -$26.9K | 0.06% | 234 |
|
|
2022
Q1 | $338K | Buy |
8,824
+278
| +3% | +$10.6K | 0.06% | 208 |
|
|
2021
Q4 | $334K | Buy |
8,546
+1,200
| +16% | +$46.9K | 0.06% | 213 |
|
|
2021
Q3 | $276K | Buy |
7,346
+400
| +6% | +$15K | 0.05% | 227 |
|
|
2021
Q2 | $255K | Sell |
6,946
-1,667
| -19% | -$61.2K | 0.04% | 229 |
|
|
2021
Q1 | $293K | Buy |
8,613
+200
| +2% | +$6.8K | 0.06% | 234 |
|
|
2020
Q4 | $248K | Buy |
+8,413
| New | +$248K | 0.05% | 235 |
|