B&D White Capital Company’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
Q1 | – | Sell |
-60,134
| Closed | -$2.91M | – | 78 |
|
|
2024
Q4 | $2.91M | Buy |
60,134
+19,717
| +49% | +$953K | 0.49% | 23 |
|
|
2024
Q3 | $1.83M | Buy |
+40,417
| New | +$1.83M | 0.32% | 34 |
|
|
2023
Q2 | – | Sell |
-88,202
| Closed | -$2.84M | – | 72 |
|
|
2023
Q1 | $2.84M | Buy |
88,202
+998
| +1% | +$32.1K | 0.96% | 19 |
|
|
2022
Q4 | $2.98M | Buy |
87,204
+9,324
| +12% | +$319K | 0.75% | 20 |
|
|
2022
Q3 | $2.36M | Buy |
77,880
+1,428
| +2% | +$43.3K | 0.88% | 20 |
|
|
2022
Q2 | $2.4M | Sell |
76,452
-44,524
| -37% | -$1.4M | 1.02% | 20 |
|
|
2022
Q1 | $4.64M | Buy |
120,976
+113,335
| +1,483% | +$4.34M | 1.48% | 11 |
|
|
2021
Q4 | $298K | Buy |
+7,641
| New | +$298K | 0.1% | 49 |
|