BWP
Balboa Wealth Partners’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 | $865K | Sell |
16,514
-148
| -0.9% | -$7.75K | 0.17% | 105 |
|
|
2025
Q1 | $830K | Buy |
16,662
+108
| +0.7% | +$5.38K | 0.2% | 90 |
|
|
2024
Q4 | $800K | Sell |
16,554
-380
| -2% | -$18.4K | 0.18% | 96 |
|
|
2024
Q3 | $767K | Sell |
16,934
-8,548
| -34% | -$387K | 0.19% | 99 |
|
|
2024
Q2 | $1.05M | Buy |
25,482
+8,960
| +54% | +$368K | 0.28% | 69 |
|
|
2024
Q1 | $696K | Sell |
16,522
-4,068
| -20% | -$171K | 0.2% | 91 |
|
|
2023
Q4 | $774K | Sell |
20,590
-1,069
| -5% | -$40.2K | 0.26% | 73 |
|
|
2023
Q3 | $718K | Buy |
21,659
+1,330
| +7% | +$44.1K | 0.27% | 67 |
|
|
2023
Q2 | $685K | Sell |
20,329
-5,876
| -22% | -$198K | 0.24% | 75 |
|
|
2023
Q1 | $842K | Buy |
26,205
+6,369
| +32% | +$205K | 0.32% | 63 |
|
|
2022
Q4 | $678K | Sell |
19,836
-7,934
| -29% | -$271K | 0.31% | 78 |
|
|
2022
Q3 | $843K | Buy |
+27,770
| New | +$843K | 0.37% | 55 |
|